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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
Q1 		$759 Buy
17
+2
+13% +$95 ﹤0.01% 1538
2025
Q4 		$723 Buy
+15
New +$718 ﹤0.01% 1426

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cornerstone Planning Group's JBBB Position: Q1 2026 in Review

Cornerstone Planning Group increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 13% in Q1 2026, buying an estimated $95 and bringing the position to 17 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Cornerstone Planning Group first reported a position in JBBB in Q4 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Cornerstone Planning Group held 17 shares of Janus Henderson B-BBB CLO ETF worth $759 as of Q1 2026.
  • Cornerstone Planning Group bought 2 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $95.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1538 holding.
  • Cornerstone Planning Group first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.