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Atwood & Palmer’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Atwood & Palmer’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
2026
Q1 		– Sell
-19,585
Closed -$934K – 544
2025
Q4 		$934K Hold
19,585
– – 0.05% 92
2025
Q3 		$943K Sell
19,585
-4,775
-20% -$231K 0.06% 90
2025
Q2 		$1.17M Sell
24,360
-269,074
-92% -$12.9M 0.07% 79
2025
Q1 		$14.3M Sell
293,434
-12,795
-4% -$628K 0.99% 43
2024
Q4 		$15.1M Sell
306,229
-13,915
-4% -$684K 1.03% 43
2024
Q3 		$15.7M Sell
320,144
-960
-0.3% -$46.9K 1.07% 42
2024
Q2 		$15.8M Buy
321,104
+77
+0% +$3.77K 1.2% 39
2024
Q1 		$15.7M Buy
321,027
+17,445
+6% +$844K 1.19% 40
2023
Q4 		$14.6M Buy
303,582
+2,736
+0.9% +$129K 1.18% 40
2023
Q3 		$14.3M Sell
300,846
-80,068
-21% -$3.77M 1.25% 39
2023
Q2 		$17.5M Buy
380,914
+7,220
+2% +$328K 1.56% 24
2023
Q1 		$16.7M Sell
373,694
-45
-0% -$2.05K 1.57% 23
2022
Q4 		$16.7M Sell
373,739
-29,425
-7% -$1.31M 1.51% 24
2022
Q3 		$17.6M Sell
403,164
-54,370
-12% -$2.5M 1.75% 24
2022
Q2 		$20.9M Buy
457,534
+3,119
+0.7% +$149K 2.03% 17
2022
Q1 		$22.4M Buy
+454,415
New +$22.6M 1.94% 21

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Atwood & Palmer's JBBB Position: Q1 2026 in Review

Atwood & Palmer sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 19,585 shares — an estimated $934K sold.

Atwood & Palmer first reported a position in JBBB in Q1 2022 and held it in 16 quarters. The position peaked at $22.4M in Q1 2022. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Atwood & Palmer reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Atwood & Palmer sold 19,585 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $934K.
  • Atwood & Palmer first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2022 and held it in 16 quarters.
  • Atwood & Palmer's Janus Henderson B-BBB CLO ETF position peaked at $22.4M in Q1 2022.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.