Ethos Financial Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Ethos Financial Group’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	$903K	Sell	19,016 -2,918	-13%	-$138K	0.06%	244
2026 Q1	$1.03M	Sell	21,934 -21,096	-49%	-$1M	0.08%	196
2025 Q4	$2.05M	Sell	43,030 -229,993	-84%	-$11M	0.15%	135
2025 Q3	$13.2M	Sell	273,023 -408	-0.1%	-$19.7K	1.03%	21
2025 Q2	$13.2M	Buy	273,431 +33,443	+14%	+$1.61M	1.13%	20
2025 Q1	$11.8M	Hold	239,988	–	–	1.13%	22
2024 Q4	$11.8M	Buy	+239,988	New	+$11.8M	1.54%	16

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 22.96% 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 $6.78B AUM 31.6% 1-Year Est. Return

Ethos Financial Group's JBBB Position: Q2 2026 in Review

Ethos Financial Group reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 13% in Q2 2026, selling an estimated $138K and leaving 19,016 shares worth $903K. The position accounts for 0.06% of the portfolio, ranked #244.

Ethos Financial Group first reported a position in JBBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q2 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Ethos Financial Group held 19,016 shares of Janus Henderson B-BBB CLO ETF worth $903K as of Q2 2026.
Ethos Financial Group sold 2,918 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $138K.
Janus Henderson B-BBB CLO ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #244 holding.
Ethos Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 7 quarters since.
Ethos Financial Group's Janus Henderson B-BBB CLO ETF position peaked at $13.2M in Q2 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.