Kovitz Investment Group Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-12,120	Closed	-$584K	–	905
2025 Q3	$584K	Sell	12,120 -1,789	-13%	-$86.4K	﹤0.01%	985
2025 Q2	$671K	Buy	13,909 +5,182	+59%	+$249K	﹤0.01%	891
2025 Q1	$425K	Sell	8,727 -1,310	-13%	-$64.3K	﹤0.01%	950
2024 Q4	$493K	Buy	+10,037	New	+$494K	﹤0.01%	895
2024 Q3	–	Sell	-10,792	Closed	-$531K	–	1081
2024 Q2	$531K	Buy	+10,792	New	+$528K	﹤0.01%	645

Other funds holding JBBB

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kovitz Investment Group Partners's JBBB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2025, closing a stake of 12,120 shares — an estimated $584K sold.

Kovitz Investment Group Partners first reported a position in JBBB in Q2 2024 and held it in 5 quarters. The position peaked at $671K in Q2 2025. 182 funds tracked by Wall St. Rank hold JBBB as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Janus Henderson B-BBB CLO ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,120 Janus Henderson B-BBB CLO ETF shares in Q4 2025, an estimated $584K.
Kovitz Investment Group Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Janus Henderson B-BBB CLO ETF position peaked at $671K in Q2 2025.
182 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.