HBK Sorce Advisory
JBBB icon

HBK Sorce Advisory’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

HBK Sorce Advisory’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 		– Sell
-4,200
Closed -$201K – 683
2025
Q4 		$201K Buy
+4,200
New +$201K ﹤0.01% 595

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

HBK Sorce Advisory's JBBB Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 4,200 shares — an estimated $201K sold.

HBK Sorce Advisory first reported a position in JBBB in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 4,200 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $201K.
  • HBK Sorce Advisory first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2025 and held it in 1 quarter.
  • HBK Sorce Advisory's Janus Henderson B-BBB CLO ETF position peaked at $201K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.