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Insigneo Advisory Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Insigneo Advisory Services’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 		$248K Buy
+5,315
New +$252K 0.02% 568
2025
Q2 		– Sell
-16,165
Closed -$787K – 689
2025
Q1 		$787K Sell
16,165
-46
-0.3% -$2.26K 0.08% 205
2024
Q4 		$797K Buy
16,211
+7,190
+80% +$354K 0.08% 189
2024
Q3 		$442K Buy
+9,021
New +$441K 0.04% 341

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 $377B 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 $666B 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

Insigneo Advisory Services's JBBB Position: Q1 2026 in Review

Insigneo Advisory Services opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026: 5,315 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #568 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in JBBB as recently as Q1 2025.

Insigneo Advisory Services first reported a position in JBBB in Q3 2024 and has held it in 4 quarters since. The position peaked at $797K in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Insigneo Advisory Services held 5,315 shares of Janus Henderson B-BBB CLO ETF worth $248K as of Q1 2026.
  • Janus Henderson B-BBB CLO ETF was a new Insigneo Advisory Services position in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #568 holding.
  • Insigneo Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 4 quarters since.
  • Insigneo Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $797K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.