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
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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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

Cerity Partners's JBBB Position: Q1 2026 in Review

Cerity Partners opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026: 5,851 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #2678 among its holdings. This is a return to the name: Cerity Partners previously reported a position in JBBB as recently as Q2 2024.

Cerity Partners first reported a position in JBBB in Q2 2024 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Cerity Partners held 5,851 shares of Janus Henderson B-BBB CLO ETF worth $273K as of Q1 2026.
  • Janus Henderson B-BBB CLO ETF was a new Cerity Partners position in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2678 holding.
  • Cerity Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.