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

IFP 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 Q3	$2.12M	Buy	44,977 +5,320	+13%	+$252K	0.04%	479
2026 Q2	$1.88M	Buy	39,657 +397	+1%	+$18.8K	0.03%	507
2026 Q1	$1.83M	Buy	39,260 +20,225	+106%	+$961K	0.04%	483
2025 Q4	$908K	Sell	19,035 -41	-0.2%	-$1.96K	0.02%	697
2025 Q3	$919K	Buy	19,076 +304	+2%	+$14.7K	0.02%	632
2025 Q2	$905K	Buy	18,772 +17,772	+1,777%	+$853K	0.03%	612
2025 Q1	$48.7K	Buy	+1,000	New	+$49.1K	﹤0.01%	1905

Other funds holding JBBB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

CVS Health Woonsocket, Rhode Island $429M AUM 0.73% 1-Year Est. Return

IFP Advisors's JBBB Position: Q3 2026 in Review

IFP Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 13% in Q3 2026, buying an estimated $252K and bringing the position to 44,977 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #479.

IFP Advisors first reported a position in JBBB in Q1 2025 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

IFP Advisors held 44,977 shares of Janus Henderson B-BBB CLO ETF worth $2.12M as of Q3 2026.
IFP Advisors bought 5,320 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $252K.
Janus Henderson B-BBB CLO ETF made up 0.04% of IFP Advisors's portfolio in Q3 2026, its #479 holding.
IFP Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.