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Diversified Portfolios Inc’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Diversified Portfolios Inc’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 		$1.39M Buy
29,442
+3,897
+15% +$184K 0.1% 95
2026
Q1 		$1.19M Buy
+25,545
New +$1.21M 0.1% 91
2024
Q4 		– Sell
-4,373
Closed -$214K – 148
2024
Q3 		$214K Buy
+4,373
New +$214K 0.02% 134

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

Diversified Portfolios Inc's JBBB Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 15% in Q2 2026, buying an estimated $184K and bringing the position to 29,442 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #95.

Diversified Portfolios Inc first reported a position in JBBB in Q3 2024 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Diversified Portfolios Inc held 29,442 shares of Janus Henderson B-BBB CLO ETF worth $1.39M as of Q2 2026.
  • Diversified Portfolios Inc bought 3,897 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $184K.
  • Janus Henderson B-BBB CLO ETF made up 0.1% of Diversified Portfolios Inc's portfolio in Q2 2026, its #95 holding.
  • Diversified Portfolios Inc first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.