AWS
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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 $376B AUM 19.32% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $25.9B AUM 26.38% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return