LPL Financial
JBBB icon

LPL Financial’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

LPL Financial’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 		$29.7M Sell
636,991
-345,726
-35% -$16.4M 0.01% 1205
2025
Q4 		$46.9M Sell
982,717
-130,669
-12% -$6.26M 0.01% 907
2025
Q3 		$53.6M Sell
1,113,386
-149,560
-12% -$7.22M 0.02% 818
2025
Q2 		$60.9M Buy
1,262,946
+33,528
+3% +$1.61M 0.02% 670
2025
Q1 		$59.8M Buy
1,229,418
+188,442
+18% +$9.25M 0.02% 616
2024
Q4 		$51.2M Buy
1,040,976
+247,386
+31% +$12.2M 0.02% 642
2024
Q3 		$38.8M Buy
793,590
+98,108
+14% +$4.79M 0.02% 727
2024
Q2 		$34.2M Buy
695,482
+111,513
+19% +$5.46M 0.02% 723
2024
Q1 		$28.6M Buy
583,969
+502,458
+616% +$24.3M 0.02% 788
2023
Q4 		$3.91M Buy
81,511
+74,272
+1,026% +$3.51M ﹤0.01% 1858
2023
Q3 		$344K Buy
7,239
+1,246
+21% +$58.7K ﹤0.01% 3792
2023
Q2 		$275K Sell
5,993
-130
-2% -$5.91K ﹤0.01% 3919
2023
Q1 		$274K Buy
+6,123
New +$279K ﹤0.01% 3811

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $564B 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
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return