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Financial Advocates Investment Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-31,822
Closed -$1.55M – 705
2025
Q1 		$1.55M Buy
31,822
+15,631
+97% +$768K 0.11% 203
2024
Q4 		$796K Sell
16,191
-102
-0.6% -$5.02K 0.05% 354
2024
Q3 		$798K Buy
16,293
+3,448
+27% +$168K 0.05% 355
2024
Q2 		$632K Buy
+12,845
New +$629K 0.04% 379

Other funds holding JBBB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Financial Advocates Investment Management's JBBB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2025, closing a stake of 31,822 shares — an estimated $1.55M sold.

Financial Advocates Investment Management first reported a position in JBBB in Q2 2024 and held it in 4 quarters. The position peaked at $1.55M in Q1 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 31,822 Janus Henderson B-BBB CLO ETF shares in Q2 2025, an estimated $1.55M.
  • Financial Advocates Investment Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Janus Henderson B-BBB CLO ETF position peaked at $1.55M in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.