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CRA Financial Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

CRA Financial 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
Q1 		– Sell
-4,503
Closed -$215K – 300
2025
Q4 		$215K Sell
4,503
-465
-9% -$22.3K 0.03% 279
2025
Q3 		$239K Buy
+4,968
New +$240K 0.03% 267
2025
Q2 		– Sell
-4,800
Closed -$234K – 281
2025
Q1 		$234K Buy
+4,800
New +$236K 0.04% 239

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $128M AUM 0.83% 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 $21.5B AUM 26.98% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

CRA Financial Services's JBBB Position: Q1 2026 in Review

CRA Financial Services sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 4,503 shares — an estimated $215K sold.

CRA Financial Services first reported a position in JBBB in Q1 2025 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • CRA Financial Services reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • CRA Financial Services sold 4,503 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $215K.
  • CRA Financial Services first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and held it in 3 quarters.
  • CRA Financial Services's Janus Henderson B-BBB CLO ETF position peaked at $239K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.