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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
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

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

Diversified Portfolios Inc's JBBB Position: Q1 2026 in Review

Diversified Portfolios Inc opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026: 25,545 shares worth $1.19M. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in JBBB as recently as Q3 2024.

Diversified Portfolios Inc first reported a position in JBBB in Q3 2024 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Diversified Portfolios Inc held 25,545 shares of Janus Henderson B-BBB CLO ETF worth $1.19M as of Q1 2026.
  • Janus Henderson B-BBB CLO ETF was a new Diversified Portfolios Inc position in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up 0.1% of Diversified Portfolios Inc's portfolio in Q1 2026, its #91 holding.
  • Diversified Portfolios Inc first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.