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Crewe Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Crewe Advisors’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 		$40.5K Buy
856
+400
+88% +$18.9K ﹤0.01% 472
2026
Q1 		$21.3K Hold
456
– – ﹤0.01% 506
2025
Q4 		$21.8K Hold
456
– – ﹤0.01% 475
2025
Q3 		$22K Buy
+456
New +$22K ﹤0.01% 479
2025
Q2 		– Sell
-422
Closed -$20.5K – 799
2025
Q1 		$20.5K Buy
+422
New +$20.7K ﹤0.01% 346

Other funds holding JBBB

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
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
MI
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

Crewe Advisors's JBBB Position: Q2 2026 in Review

Crewe Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 88% in Q2 2026, buying an estimated $18.9K and bringing the position to 856 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Crewe Advisors first reported a position in JBBB in Q1 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Crewe Advisors held 856 shares of Janus Henderson B-BBB CLO ETF worth $40.5K as of Q2 2026.
  • Crewe Advisors bought 400 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $18.9K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #472 holding.
  • Crewe Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.