AXS Investments’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

AXS Investments’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 Q2	$1.71M	Buy	+36,130	New	+$1.71M	0.49%	40
2026 Q1	–	Sell	-32,898	Closed	-$1.57M	–	195
2025 Q4	$1.57M	Buy	32,898 +101	+0.3%	+$4.84K	0.54%	45
2025 Q3	$1.58M	Sell	32,797 -4,620	-12%	-$223K	0.5%	49
2025 Q2	$1.8M	Buy	+37,417	New	+$1.8M	0.74%	47
2025 Q1	–	Sell	-30,691	Closed	-$1.51M	–	222
2024 Q4	$1.51M	Sell	30,691 -1,217	-4%	-$59.9K	0.42%	84
2024 Q3	$1.56M	Sell	31,908 -8,222	-20%	-$402K	0.42%	105
2024 Q2	$1.97M	Buy	+40,130	New	+$1.96M	0.55%	51

Other funds holding JBBB

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AXS Investments's JBBB Position: Q2 2026 in Review

AXS Investments opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 36,130 shares worth $1.71M. The stake represents 0.49% of the portfolio and ranks #40 among its holdings. This is a return to the name: AXS Investments previously reported a position in JBBB as recently as Q4 2025.

AXS Investments first reported a position in JBBB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q2 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

AXS Investments held 36,130 shares of Janus Henderson B-BBB CLO ETF worth $1.71M as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new AXS Investments position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.49% of AXS Investments's portfolio in Q2 2026, its #40 holding.
AXS Investments first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 7 quarters since.
AXS Investments's Janus Henderson B-BBB CLO ETF position peaked at $1.97M in Q2 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.