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Foundations Investment Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Foundations Investment Advisors’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
Q1 		$5.01M Sell
107,502
-14,404
-12% -$684K 0.06% 222
2025
Q4 		$5.81M Buy
121,906
+14,120
+13% +$676K 0.08% 204
2025
Q3 		$5.19M Buy
107,786
+6,037
+6% +$291K 0.08% 205
2025
Q2 		$4.91M Sell
101,749
-15,084
-13% -$724K 0.08% 205
2025
Q1 		$5.69M Buy
116,833
+3,290
+3% +$162K 0.11% 187
2024
Q4 		$5.58M Buy
113,543
+24,097
+27% +$1.19M 0.11% 174
2024
Q3 		$4.38M Buy
89,446
+12,435
+16% +$608K 0.09% 190
2024
Q2 		$3.79M Buy
+77,011
New +$3.77M 0.09% 173

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return