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 Q3	$846K	Sell	17,916 -1,622	-8%	-$77K	0.01%	710
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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

Diversify Advisory Services's JBBB Position: Q3 2026 in Review

Diversify Advisory Services reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 8.3% in Q3 2026, selling an estimated $77K and leaving 17,916 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #710.

Diversify Advisory Services first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q4 2024. 55 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

Diversify Advisory Services held 17,916 shares of Janus Henderson B-BBB CLO ETF worth $846K as of Q3 2026.
Diversify Advisory Services sold 1,622 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $77K.
Janus Henderson B-BBB CLO ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #710 holding.
Diversify Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $1.32M in Q4 2024.
55 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.