EPIQ Partners
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
Q3 		$12.2M Buy
258,570
+6,793
+3% +$322K 5.26% 3
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 		$10M 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

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Clearview Wealth Management
Clearview Wealth Management Irvine, California $133M AUM
Flagship Capital Management
Flagship Capital Management Media, Pennsylvania $164M AUM 28.04% 1-Year Est. Return

EPIQ Partners's JBBB Position: Q3 2026 in Review

EPIQ Partners increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 2.7% in Q3 2026, buying an estimated $322K and bringing the position to 258,570 shares worth $12.2M. The position accounts for 5.26% of the portfolio, ranked #3.

EPIQ Partners first reported a position in JBBB in Q1 2022 and has held it in 19 quarters since. 66 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

  • EPIQ Partners held 258,570 shares of Janus Henderson B-BBB CLO ETF worth $12.2M as of Q3 2026.
  • EPIQ Partners bought 6,793 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $322K.
  • Janus Henderson B-BBB CLO ETF made up 5.26% of EPIQ Partners's portfolio in Q3 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 19 quarters since.
  • 66 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.