Cornerstone Planning Group
JBBB icon

Cornerstone Planning Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-11
Closed -$523 – 951
2026
Q2 		$523 Sell
11
-6
-35% -$284 ﹤0.01% 1682
2026
Q1 		$759 Buy
17
+2
+13% +$95 ﹤0.01% 1538
2025
Q4 		$723 Buy
+15
New +$718 ﹤0.01% 1426

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EPIQ Partners
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Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Clearview Wealth Management
Clearview Wealth Management Irvine, California $133M AUM

Cornerstone Planning Group's JBBB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q3 2026, closing a stake of 11 shares — an estimated $523 sold.

Cornerstone Planning Group first reported a position in JBBB in Q4 2025 and held it in 3 quarters. The position peaked at $759 in Q1 2026. 55 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Janus Henderson B-BBB CLO ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $523.
  • Cornerstone Planning Group first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Janus Henderson B-BBB CLO ETF position peaked at $759 in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.