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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
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

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

Crewe Advisors's JBBB Position: Q1 2026 in Review

Crewe Advisors held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q1 2026 at 456 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Crewe Advisors first reported a position in JBBB in Q1 2025 and has held it in 4 quarters since. The position peaked at $22K in Q3 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Crewe Advisors held 456 shares of Janus Henderson B-BBB CLO ETF worth $21.3K as of Q1 2026.
  • Crewe Advisors left its Janus Henderson B-BBB CLO ETF share count unchanged in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #506 holding.
  • Crewe Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 4 quarters since.
  • Crewe Advisors's Janus Henderson B-BBB CLO ETF position peaked at $22K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.