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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$671K	Buy	13,909 +5,182	+59%	+$250K	﹤0.01%	889
2025 Q1	$425K	Sell	8,727 -1,310	-13%	-$63.8K	﹤0.01%	944
2024 Q4	$493K	Buy	+10,037	New	+$493K	﹤0.01%	890
2024 Q3	–	Sell	-10,792	Closed	-$531K	–	1078
2024 Q2	$531K	Buy	+10,792	New	+$531K	﹤0.01%	643