Janney Montgomery Scott
JBBB icon

Janney Montgomery Scott’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Janney Montgomery Scott’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 		$2.85M Buy
61,089
+2,637
+5% +$125K 0.01% 1113
2025
Q4 		$2.79M Sell
58,452
-32,599
-36% -$1.56M 0.01% 1182
2025
Q3 		$4.39M Buy
91,051
+4,670
+5% +$225K 0.01% 938
2025
Q2 		$4.16M Sell
86,381
-44,679
-34% -$2.15M 0.01% 888
2025
Q1 		$6.38M Buy
131,060
+8,790
+7% +$432K 0.02% 686
2024
Q4 		$6.01M Buy
122,270
+68,937
+129% +$3.39M 0.02% 712
2024
Q3 		$2.61M Sell
53,333
-21,565
-29% -$1.05M 0.01% 1017
2024
Q2 		$3.68M Buy
74,898
+25,537
+52% +$1.25M 0.01% 829
2024
Q1 		$2.41M Buy
+49,361
New +$2.39M 0.01% 1064
2023
Q4 		– Sell
-9,300
Closed -$442K – 2701
2023
Q3 		$442K Buy
+9,300
New +$438K ﹤0.01% 1856

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