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

Everest 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 		$393K Buy
8,310
+1,259
+18% +$59.5K 0.05% 157
2026
Q1 		$329K Buy
+7,051
New +$335K 0.05% 152

Other funds holding JBBB

JT
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Everest Financial Group increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 18% in Q2 2026, buying an estimated $59.5K and bringing the position to 8,310 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #157.

Everest Financial Group first reported a position in JBBB in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Everest Financial Group held 8,310 shares of Janus Henderson B-BBB CLO ETF worth $393K as of Q2 2026.
  • Everest Financial Group bought 1,259 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $59.5K.
  • Janus Henderson B-BBB CLO ETF made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #157 holding.
  • Everest Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.