J. Safra Sarasin Holding’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

J. Safra Sarasin Holding’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	$1.66M	Hold	35,000	–	–	0.02%	298
2026 Q1	$1.63M	Hold	35,000	–	–	0.03%	230
2025 Q4	$1.67M	Hold	35,000	–	–	0.03%	223
2025 Q3	$1.69M	Hold	35,000	–	–	0.03%	230
2025 Q2	$1.69M	Hold	35,000	–	–	0.03%	261
2025 Q1	$1.7M	Buy	+35,000	New	+$1.72M	0.03%	237

Other funds holding JBBB

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

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

CV Advisors Aventura, Florida $542M AUM 24.89% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

J. Safra Sarasin Holding's JBBB Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q2 2026 at 35,000 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #298.

J. Safra Sarasin Holding first reported a position in JBBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q1 2025. 87 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

J. Safra Sarasin Holding held 35,000 shares of Janus Henderson B-BBB CLO ETF worth $1.66M as of Q2 2026.
J. Safra Sarasin Holding left its Janus Henderson B-BBB CLO ETF share count unchanged in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #298 holding.
J. Safra Sarasin Holding first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 6 quarters since.
J. Safra Sarasin Holding's Janus Henderson B-BBB CLO ETF position peaked at $1.7M in Q1 2025.
87 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.