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Capital Investment Advisory Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Capital Investment Advisory Services’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
-48
Closed -$2.29K – 1236
2025
Q4 		$2.29K Sell
48
-440
-90% -$21.1K ﹤0.01% 1129
2025
Q3 		$23.5K Buy
488
+48
+11% +$2.32K ﹤0.01% 885
2025
Q2 		$21.2K Hold
440
– – ﹤0.01% 867
2025
Q1 		$21.4K Sell
440
-2,310
-84% -$113K ﹤0.01% 806
2024
Q4 		$135K Hold
2,750
– – 0.01% 525
2024
Q3 		$135K Hold
2,750
– – 0.01% 552
2024
Q2 		$135K Buy
+2,750
New +$135K 0.01% 532

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 $6.78B AUM 31.6% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Capital Investment Advisory Services's JBBB Position: Q1 2026 in Review

Capital Investment Advisory Services sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 48 shares — an estimated $2.29K sold.

Capital Investment Advisory Services first reported a position in JBBB in Q2 2024 and held it in 7 quarters. The position peaked at $135K in Q2 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Capital Investment Advisory Services reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 48 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $2.29K.
  • Capital Investment Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 7 quarters.
  • Capital Investment Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $135K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.