Envestnet Portfolio Solutions’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Envestnet Portfolio Solutions’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	$4.31M	Buy	+90,958	New	+$4.3M	0.02%	354
2026 Q1	–	Sell	-45,509	Closed	-$2.17M	–	1404
2025 Q4	$2.17M	Sell	45,509 -23,041	-34%	-$1.1M	0.01%	525
2025 Q3	$3.3M	Buy	68,550 +20,031	+41%	+$967K	0.01%	427
2025 Q2	$2.34M	Buy	48,519 +27,854	+135%	+$1.34M	0.01%	519
2025 Q1	$1.01M	Sell	20,665 -12,300	-37%	-$604K	﹤0.01%	791
2024 Q4	$1.62M	Buy	32,965 +21,866	+197%	+$1.08M	0.01%	742
2024 Q3	$543K	Sell	11,099 -16,035	-59%	-$783K	﹤0.01%	1155
2024 Q2	$1.33M	Buy	27,134 +17,093	+170%	+$837K	﹤0.01%	764
2024 Q1	$491K	Buy	+10,041	New	+$486K	﹤0.01%	1131

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 22.9% 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 $7.27B AUM 24.98% 1-Year Est. Return

Envestnet Portfolio Solutions's JBBB Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 90,958 shares worth $4.31M. The stake represents 0.02% of the portfolio and ranks #354 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in JBBB as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in JBBB in Q1 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Envestnet Portfolio Solutions held 90,958 shares of Janus Henderson B-BBB CLO ETF worth $4.31M as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #354 holding.
Envestnet Portfolio Solutions first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.