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JBBB icon

EPIQ Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

EPIQ Partners’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 		$11.9M Sell
251,777
-4,258
-2% -$201K 5.06% 3
2026
Q1 		$11.9M Buy
256,035
+2,078
+0.8% +$98.7K 5.57% 3
2025
Q4 		$12.1M Buy
253,957
+8,679
+4% +$416K 5.65% 3
2025
Q3 		$11.8M Buy
245,278
+38,618
+19% +$1.86M 5.58% 3
2025
Q2 		$9.96M Buy
206,660
+12,850
+7% +$617K 5.08% 4
2025
Q1 		$9.43M Buy
193,810
+19,709
+11% +$968K 4.98% 4
2024
Q4 		$8.56M Buy
174,101
+1,178
+0.7% +$57.9K 4.63% 4
2024
Q3 		$8.46M Buy
172,923
+37,906
+28% +$1.85M 4.69% 4
2024
Q2 		$6.64M Buy
135,017
+7,939
+6% +$389K 4.49% 4
2024
Q1 		$6.21M Sell
127,078
-16,800
-12% -$813K 4.13% 5
2023
Q4 		$6.9M Buy
143,878
+4,898
+4% +$232K 4.95% 3
2023
Q3 		$6.6M Sell
138,980
-80
-0.1% -$3.77K 4.98% 3
2023
Q2 		$6.38M Buy
139,060
+15,450
+12% +$702K 4.33% 4
2023
Q1 		$5.53M Buy
123,610
+12,650
+11% +$577K 3.81% 4
2022
Q4 		$4.95M Sell
110,960
-15,220
-12% -$680K 3.29% 4
2022
Q3 		$5.52M Buy
126,180
+25,800
+26% +$1.18M 3.41% 5
2022
Q2 		$4.58M Buy
100,380
+8,900
+10% +$425K 2.81% 5
2022
Q1 		$4.51M Buy
+91,480
New +$4.55M 2.43% 9

Other funds holding JBBB

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

EPIQ Partners's JBBB Position: Q2 2026 in Review

EPIQ Partners reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 1.7% in Q2 2026, selling an estimated $201K and leaving 251,777 shares worth $11.9M. The position accounts for 5.06% of the portfolio, ranked #3.

EPIQ Partners first reported a position in JBBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.1M in Q4 2025. 29 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • EPIQ Partners held 251,777 shares of Janus Henderson B-BBB CLO ETF worth $11.9M as of Q2 2026.
  • EPIQ Partners sold 4,258 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $201K.
  • Janus Henderson B-BBB CLO ETF made up 5.06% of EPIQ Partners's portfolio in Q2 2026, its #3 holding.
  • EPIQ Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2022 and has held it in 18 quarters since.
  • EPIQ Partners's Janus Henderson B-BBB CLO ETF position peaked at $12.1M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.