Envestnet Asset Management
JBBB icon

Envestnet Asset Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Envestnet Asset Management’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 		$22.7M Buy
479,928
+417,350
+667% +$19.7M 0.01% 1354
2026
Q1 		$2.92M Sell
62,578
-90,348
-59% -$4.29M ﹤0.01% 2727
2025
Q4 		$7.29M Sell
152,926
-58,639
-28% -$2.81M ﹤0.01% 1916
2025
Q3 		$10.2M Buy
211,565
+14,833
+8% +$716K ﹤0.01% 1748
2025
Q2 		$9.48M Sell
196,732
-269,333
-58% -$12.9M ﹤0.01% 1768
2025
Q1 		$22.7M Sell
466,065
-172,194
-27% -$8.46M 0.01% 1112
2024
Q4 		$31.4M Buy
638,259
+227,526
+55% +$11.2M 0.01% 931
2024
Q3 		$20.1M Sell
410,733
-18,396
-4% -$899K 0.01% 1184
2024
Q2 		$21.1M Buy
429,129
+302,601
+239% +$14.8M 0.01% 1099
2024
Q1 		$6.19M Buy
+126,528
New +$6.12M ﹤0.01% 1832

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
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
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

Envestnet Asset Management's JBBB Position: Q2 2026 in Review

Envestnet Asset Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 667% in Q2 2026, buying an estimated $19.7M and bringing the position to 479,928 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #1354.

Envestnet Asset Management first reported a position in JBBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.4M in Q4 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Envestnet Asset Management held 479,928 shares of Janus Henderson B-BBB CLO ETF worth $22.7M as of Q2 2026.
  • Envestnet Asset Management bought 417,350 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $19.7M.
  • Janus Henderson B-BBB CLO ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1354 holding.
  • Envestnet Asset Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's Janus Henderson B-BBB CLO ETF position peaked at $31.4M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.