Client First Investment Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Client First Investment Management’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
2025 Q2	–	Sell	-62,171	Closed	-$3.03M	–	28
2025 Q1	$3.03M	Sell	62,171 -21,547	-26%	-$1.06M	2.05%	5
2024 Q4	$4.12M	Buy	83,718 +14,338	+21%	+$705K	2.65%	6
2024 Q3	$3.4M	Buy	69,380 +4,850	+8%	+$237K	2.6%	6
2024 Q2	$3.17M	Buy	+64,530	New	+$3.16M	2.46%	7

Other funds holding JBBB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Client First Investment Management's JBBB Position: Q2 2025 in Review

Client First Investment Management sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2025, closing a stake of 62,171 shares — an estimated $3.03M sold.

Client First Investment Management first reported a position in JBBB in Q2 2024 and held it in 4 quarters. The position peaked at $4.12M in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q2 2025.

Client First Investment Management reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2025 after selling out during the quarter.
Client First Investment Management sold 62,171 Janus Henderson B-BBB CLO ETF shares in Q2 2025, an estimated $3.03M.
Client First Investment Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 4 quarters.
Client First Investment Management's Janus Henderson B-BBB CLO ETF position peaked at $4.12M in Q4 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2025.

Based on Client First Investment Management's 13F filing for Q2 2025, filed 9 Jul 2025.