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 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Diversify Advisory Services's JBBB Position: Q1 2026 in Review

Diversify Advisory Services sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 24,822 shares — an estimated $1.19M sold.

Diversify Advisory Services first reported a position in JBBB in Q2 2024 and held it in 7 quarters. The position peaked at $1.32M in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Diversify Advisory Services reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 24,822 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $1.19M.
Diversify Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 7 quarters.
Diversify Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $1.32M in Q4 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.