CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

CAPTRUST Financial Advisors’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
-6,515
Closed -$311K – 3091
2025
Q4 		$311K Buy
+6,515
New +$312K ﹤0.01% 2226

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

CAPTRUST Financial Advisors's JBBB Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 6,515 shares — an estimated $311K sold.

CAPTRUST Financial Advisors first reported a position in JBBB in Q4 2025 and held it in 1 quarter. The position peaked at $311K in Q4 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,515 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $311K.
  • CAPTRUST Financial Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Janus Henderson B-BBB CLO ETF position peaked at $311K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.