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

Clearstead 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
-5,106
Closed -$244K – 2557
2025
Q4 		$244K Sell
5,106
-1,433
-22% -$68.6K ﹤0.01% 878
2025
Q3 		$315K Buy
6,539
+1,262
+24% +$60.9K ﹤0.01% 771
2025
Q2 		$254K Buy
5,277
+4,757
+915% +$228K ﹤0.01% 820
2025
Q1 		$25.3K Sell
520
-5,363
-91% -$263K ﹤0.01% 1356
2024
Q4 		$289K Buy
5,883
+5,483
+1,371% +$270K ﹤0.01% 740
2024
Q3 		$19.6K Hold
400
– – ﹤0.01% 1423
2024
Q2 		$19.7K Buy
+400
New +$19.6K ﹤0.01% 1384

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