Kestra Advisory Services
JBBB icon

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

Kestra 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
Q3 		$1.27M Buy
26,792
+1,849
+7% +$87.7K ﹤0.01% 1776
2026
Q2 		$1.18M Buy
24,943
+2,012
+9% +$95.1K ﹤0.01% 1711
2026
Q1 		$1.07M Sell
22,931
-84,377
-79% -$4.01M ﹤0.01% 1682
2025
Q4 		$5.12M Sell
107,308
-33,758
-24% -$1.62M 0.02% 720
2025
Q3 		$6.8M Sell
141,066
-6,969
-5% -$336K 0.03% 535
2025
Q2 		$7.14M Buy
148,035
+232
+0.2% +$11.1K 0.03% 488
2025
Q1 		$7.19M Sell
147,803
-3,376
-2% -$166K 0.03% 445
2024
Q4 		$7.43M Buy
151,179
+21,893
+17% +$1.08M 0.04% 440
2024
Q3 		$6.33M Buy
129,286
+1,797
+1% +$87.8K 0.03% 516
2024
Q2 		$6.27M Buy
127,489
+13,603
+12% +$666K 0.04% 513
2024
Q1 		$5.57M Buy
113,886
+4,361
+4% +$211K 0.04% 485
2023
Q4 		$5.25M Buy
109,525
+14,106
+15% +$667K 0.04% 433
2023
Q3 		$4.53M Buy
95,419
+34,855
+58% +$1.64M 0.04% 418
2023
Q2 		$2.78M Buy
60,564
+12,636
+26% +$574K 0.03% 560
2023
Q1 		$2.14M Buy
+47,928
New +$2.19M 0.02% 626

Other funds holding JBBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Markowski Investments
Markowski Investments Tampa, Florida $448M AUM
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Destiny Wealth Partners
Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
CVS Health
CVS Health Woonsocket, Rhode Island $429M AUM 0.73% 1-Year Est. Return

Kestra Advisory Services's JBBB Position: Q3 2026 in Review

Kestra Advisory Services increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 7.4% in Q3 2026, buying an estimated $87.7K and bringing the position to 26,792 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Kestra Advisory Services first reported a position in JBBB in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.43M in Q4 2024. 121 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

  • Kestra Advisory Services held 26,792 shares of Janus Henderson B-BBB CLO ETF worth $1.27M as of Q3 2026.
  • Kestra Advisory Services bought 1,849 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $87.7K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1776 holding.
  • Kestra Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2023 and has held it in 15 quarters since.
  • Kestra Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $7.43M in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.