Commonwealth Equity Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Commonwealth Equity Services’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	$584K	Sell	12,327 -9,329	-43%	-$441K	﹤0.01%	3187
2026 Q1	$1.01M	Buy	21,656 +2,217	+11%	+$105K	﹤0.01%	2610
2025 Q4	$927K	Sell	19,439 -4,904	-20%	-$235K	﹤0.01%	2641
2025 Q3	$1.17M	Sell	24,343 -15,844	-39%	-$765K	﹤0.01%	2468
2025 Q2	$1.94M	Sell	40,187 -11,935	-23%	-$573K	﹤0.01%	2012
2025 Q1	$2.54M	Buy	52,122 +42,527	+443%	+$2.09M	﹤0.01%	1746
2024 Q4	$472K	Buy	9,595 +1,411	+17%	+$69.4K	﹤0.01%	2996
2024 Q3	$401K	Buy	+8,184	New	+$400K	﹤0.01%	3093

Other funds holding JBBB

Jupiter Topco New York $245B AUM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Commonwealth Equity Services's JBBB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 43% in Q2 2026, selling an estimated $441K and leaving 12,327 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

Commonwealth Equity Services first reported a position in JBBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q1 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Commonwealth Equity Services held 12,327 shares of Janus Henderson B-BBB CLO ETF worth $584K as of Q2 2026.
Commonwealth Equity Services sold 9,329 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $441K.
Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3187 holding.
Commonwealth Equity Services first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Janus Henderson B-BBB CLO ETF position peaked at $2.54M in Q1 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.