Independent Financial Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Independent Financial Group’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	$1.73M	Sell	36,620 -246,641	-87%	-$11.7M	0.03%	495
2026 Q1	$13.2M	Buy	283,261 +8,630	+3%	+$410K	0.3%	56
2025 Q4	$13.1M	Buy	274,631 +11,391	+4%	+$546K	0.29%	58
2025 Q3	$12.7M	Buy	263,240 +258,260	+5,186%	+$12.5M	0.3%	53
2025 Q2	$240K	Hold	4,980	–	–	0.01%	1132
2025 Q1	$242K	Hold	4,980	–	–	0.01%	1020
2024 Q4	$245K	Buy	+4,980	New	+$245K	0.01%	982
2023 Q1	–	Sell	-5,120	Closed	-$228K	–	860
2022 Q4	$228K	Sell	5,120 -53,225	-91%	-$2.38M	0.02%	674
2022 Q3	$2.55M	Sell	58,345 -435	-0.7%	-$20K	0.23%	83
2022 Q2	$2.68M	Buy	58,780 +130	+0.2%	+$6.21K	0.29%	73
2022 Q1	$2.89M	Buy	+58,650	New	+$2.92M	0.24%	87

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 22.96% 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 $6.78B AUM 31.6% 1-Year Est. Return

Independent Financial Group's JBBB Position: Q2 2026 in Review

Independent Financial Group reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 87% in Q2 2026, selling an estimated $11.7M and leaving 36,620 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #495.

Independent Financial Group first reported a position in JBBB in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.2M in Q1 2026. 187 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Independent Financial Group held 36,620 shares of Janus Henderson B-BBB CLO ETF worth $1.73M as of Q2 2026.
Independent Financial Group sold 246,641 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $11.7M.
Janus Henderson B-BBB CLO ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #495 holding.
Independent Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2022 and has held it in 11 quarters since.
Independent Financial Group's Janus Henderson B-BBB CLO ETF position peaked at $13.2M in Q1 2026.
187 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.