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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
Q2 		$336K Buy
+7,101
New +$336K ﹤0.01% 896
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

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.78B AUM 31.6% 1-Year Est. Return

Clearstead Advisors's JBBB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 7,101 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JBBB as recently as Q4 2025.

Clearstead Advisors first reported a position in JBBB in Q2 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Clearstead Advisors held 7,101 shares of Janus Henderson B-BBB CLO ETF worth $336K as of Q2 2026.
  • Janus Henderson B-BBB CLO ETF was a new Clearstead Advisors position in Q2 2026.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #896 holding.
  • Clearstead Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.