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 Q2	$4.6M	Sell	97,107 -10,395	-10%	-$492K	0.05%	263
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

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 22.9% 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 $7.27B AUM 24.98% 1-Year Est. Return

Foundations Investment Advisors's JBBB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 9.7% in Q2 2026, selling an estimated $492K and leaving 97,107 shares worth $4.6M. The position accounts for 0.05% of the portfolio, ranked #263.

Foundations Investment Advisors first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.81M in Q4 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Foundations Investment Advisors held 97,107 shares of Janus Henderson B-BBB CLO ETF worth $4.6M as of Q2 2026.
Foundations Investment Advisors sold 10,395 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $492K.
Janus Henderson B-BBB CLO ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #263 holding.
Foundations Investment Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Janus Henderson B-BBB CLO ETF position peaked at $5.81M in Q4 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.