Diversify Advisory Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Diversify Advisory Services’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	$926K	Buy	+19,538	New	+$924K	0.02%	656
2026 Q1	–	Sell	-24,822	Closed	-$1.19M	–	565
2025 Q4	$1.19M	Buy	24,822 +785	+3%	+$37.6K	0.04%	351
2025 Q3	$1.15M	Buy	24,037 +86	+0.4%	+$4.15K	0.04%	329
2025 Q2	$1.16M	Sell	23,951 -1,165	-5%	-$55.9K	0.04%	299
2025 Q1	$1.21M	Sell	25,116 -1,811	-7%	-$88.9K	0.08%	190
2024 Q4	$1.32M	Buy	26,927 +5,952	+28%	+$293K	0.07%	189
2024 Q3	$1.03M	Buy	20,975 +233	+1%	+$11.4K	0.06%	250
2024 Q2	$1.02M	Buy	+20,742	New	+$1.02M	0.06%	239

Other funds holding JBBB

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Diversify Advisory Services's JBBB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 19,538 shares worth $926K. The stake represents 0.02% of the portfolio and ranks #656 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JBBB as recently as Q4 2025.

Diversify Advisory Services first reported a position in JBBB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Diversify Advisory Services held 19,538 shares of Janus Henderson B-BBB CLO ETF worth $926K as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new Diversify Advisory Services position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #656 holding.
Diversify Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $1.32M in Q4 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.