Brookstone Capital Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Brookstone Capital Management’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	$517K	Buy	10,925 +1,205	+12%	+$57K	0.01%	928
2026 Q1	$453K	Sell	9,720 -966	-9%	-$45.9K	0.01%	894
2025 Q4	$510K	Sell	10,686 -1,856	-15%	-$88.9K	0.01%	845
2025 Q3	$604K	Sell	12,542 -154,508	-92%	-$7.46M	0.01%	762
2025 Q2	$8.05M	Sell	167,050 -26,492	-14%	-$1.27M	0.11%	214
2025 Q1	$9.42M	Buy	193,542 +20,814	+12%	+$1.02M	0.14%	185
2024 Q4	$8.49M	Buy	+172,728	New	+$8.5M	0.12%	198

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

Brookstone Capital Management's JBBB Position: Q2 2026 in Review

Brookstone Capital Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 12% in Q2 2026, buying an estimated $57K and bringing the position to 10,925 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #928.

Brookstone Capital Management first reported a position in JBBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.42M in Q1 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Brookstone Capital Management held 10,925 shares of Janus Henderson B-BBB CLO ETF worth $517K as of Q2 2026.
Brookstone Capital Management bought 1,205 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $57K.
Janus Henderson B-BBB CLO ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #928 holding.
Brookstone Capital Management first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 7 quarters since.
Brookstone Capital Management's Janus Henderson B-BBB CLO ETF position peaked at $9.42M in Q1 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.