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 Q2	$305K	Buy	6,432 +1,117	+21%	+$52.8K	0.01%	637
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

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

Insigneo Advisory Services's JBBB Position: Q2 2026 in Review

Insigneo Advisory Services increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 21% in Q2 2026, buying an estimated $52.8K and bringing the position to 6,432 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #637.

Insigneo Advisory Services first reported a position in JBBB in Q3 2024 and has held it in 5 quarters since. The position peaked at $797K in Q4 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Insigneo Advisory Services held 6,432 shares of Janus Henderson B-BBB CLO ETF worth $305K as of Q2 2026.
Insigneo Advisory Services bought 1,117 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $52.8K.
Janus Henderson B-BBB CLO ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #637 holding.
Insigneo Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 5 quarters since.
Insigneo Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $797K in Q4 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.