Cerity Partners
JBBB icon

Cerity Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Cerity Partners’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 		$229K Sell
4,841
-1,010
-17% -$47.8K ﹤0.01% 2977
2026
Q1 		$273K Buy
+5,851
New +$278K ﹤0.01% 2678
2024
Q3 		– Sell
-5,429
Closed -$267K – 2573
2024
Q2 		$267K Buy
+5,429
New +$266K ﹤0.01% 1884

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
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
MI
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 $7.27B AUM 24.98% 1-Year Est. Return

Cerity Partners's JBBB Position: Q2 2026 in Review

Cerity Partners reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 17% in Q2 2026, selling an estimated $47.8K and leaving 4,841 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Cerity Partners first reported a position in JBBB in Q2 2024 and has held it in 3 quarters since. The position peaked at $273K in Q1 2026. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Cerity Partners held 4,841 shares of Janus Henderson B-BBB CLO ETF worth $229K as of Q2 2026.
  • Cerity Partners sold 1,010 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $47.8K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2977 holding.
  • Cerity Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 3 quarters since.
  • Cerity Partners's Janus Henderson B-BBB CLO ETF position peaked at $273K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.