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

CV 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 		$5.31M Buy
112,170
+1,235
+1% +$58.4K 0.98% 13
2026
Q1 		$5.17M Buy
110,935
+2,341
+2% +$111K 1.41% 10
2025
Q4 		$5.18M Buy
108,594
+5,965
+6% +$286K 1.32% 11
2025
Q3 		$4.91M Buy
+102,629
New +$4.95M 1.36% 10

Other funds holding JBBB

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCM
Flagship Capital Management Media, Pennsylvania $158M AUM
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CV Advisors's JBBB Position: Q2 2026 in Review

CV Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 1.1% in Q2 2026, buying an estimated $58.4K and bringing the position to 112,170 shares worth $5.31M. The position accounts for 0.98% of the portfolio, ranked #13.

CV Advisors first reported a position in JBBB in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • CV Advisors held 112,170 shares of Janus Henderson B-BBB CLO ETF worth $5.31M as of Q2 2026.
  • CV Advisors bought 1,235 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $58.4K.
  • Janus Henderson B-BBB CLO ETF made up 0.98% of CV Advisors's portfolio in Q2 2026, its #13 holding.
  • CV Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.