Cooper Financial Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Cooper Financial Group’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	$1.34M	Sell	28,225 -6,254	-18%	-$296K	0.11%	134
2026 Q1	$1.61M	Sell	34,479 -3,658	-10%	-$174K	0.16%	110
2025 Q4	$1.82M	Sell	38,137 -1,541	-4%	-$73.8K	0.19%	91
2025 Q3	$1.91M	Sell	39,678 -10,074	-20%	-$486K	0.21%	80
2025 Q2	$2.4M	Buy	49,752 +3,907	+9%	+$188K	0.28%	62
2025 Q1	$2.23M	Buy	45,845 +3,650	+9%	+$179K	0.29%	65
2024 Q4	$2.07M	Buy	42,195 +14,243	+51%	+$701K	0.25%	71
2024 Q3	$1.37M	Buy	27,952 +20,265	+264%	+$990K	0.18%	102
2024 Q2	$378K	Buy	+7,687	New	+$376K	0.06%	260

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

Cooper Financial Group's JBBB Position: Q2 2026 in Review

Cooper Financial Group reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 18% in Q2 2026, selling an estimated $296K and leaving 28,225 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #134.

Cooper Financial Group first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.4M in Q2 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Cooper Financial Group held 28,225 shares of Janus Henderson B-BBB CLO ETF worth $1.34M as of Q2 2026.
Cooper Financial Group sold 6,254 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $296K.
Janus Henderson B-BBB CLO ETF made up 0.11% of Cooper Financial Group's portfolio in Q2 2026, its #134 holding.
Cooper Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
Cooper Financial Group's Janus Henderson B-BBB CLO ETF position peaked at $2.4M in Q2 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.