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Atria Wealth Solutions’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Atria Wealth Solutions’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-65,701
Closed -$3.2M – 1703
2025
Q1 		$3.2M Buy
65,701
+30,990
+89% +$1.52M 0.04% 470
2024
Q4 		$1.71M Buy
34,711
+2,431
+8% +$120K 0.02% 702
2024
Q3 		$1.58M Buy
32,280
+2,690
+9% +$131K 0.02% 727
2024
Q2 		$1.46M Buy
+29,590
New +$1.45M 0.02% 741

Other funds holding JBBB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Atria Wealth Solutions's JBBB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2025, closing a stake of 65,701 shares — an estimated $3.2M sold.

Atria Wealth Solutions first reported a position in JBBB in Q2 2024 and held it in 4 quarters. The position peaked at $3.2M in Q1 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 65,701 Janus Henderson B-BBB CLO ETF shares in Q2 2025, an estimated $3.2M.
  • Atria Wealth Solutions first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Janus Henderson B-BBB CLO ETF position peaked at $3.2M in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.