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

Magnus Financial Group’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	–	Sell	-14,311	Closed	-$683K	–	405
2025 Q4	$683K	Sell	14,311 -14,099	-50%	-$675K	0.05%	213
2025 Q3	$1.37M	Buy	28,410 +6,247	+28%	+$302K	0.11%	142
2025 Q2	$1.07M	Sell	22,163 -6,001	-21%	-$288K	0.09%	156
2025 Q1	$1.37M	Sell	28,164 -22,499	-44%	-$1.1M	0.13%	122
2024 Q4	$2.49M	Buy	50,663 +27,150	+115%	+$1.34M	0.24%	83
2024 Q3	$1.15M	Sell	23,513 -9,188	-28%	-$449K	0.12%	133
2024 Q2	$1.61M	Buy	32,701 +26,358	+416%	+$1.29M	0.18%	97
2024 Q1	$310K	Buy	+6,343	New	+$307K	0.04%	243

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Magnus Financial Group's JBBB Position: Q1 2026 in Review

Magnus Financial Group sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 14,311 shares — an estimated $683K sold.

Magnus Financial Group first reported a position in JBBB in Q1 2024 and held it in 8 quarters. The position peaked at $2.49M in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Magnus Financial Group reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 14,311 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $683K.
Magnus Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and held it in 8 quarters.
Magnus Financial Group's Janus Henderson B-BBB CLO ETF position peaked at $2.49M in Q4 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.