Marshall Financial Group (Maryland)’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Marshall Financial Group (Maryland)’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	$364K	Sell	7,802 -345	-4%	-$16.4K	0.06%	229
2025 Q4	$389K	Sell	8,147 -967	-11%	-$46.3K	0.08%	218
2025 Q3	$439K	Sell	9,114 -412,154	-98%	-$19.9M	0.09%	192
2025 Q2	$20.3M	Buy	421,268 +15,010	+4%	+$721K	3.99%	4
2025 Q1	$19.8M	Buy	406,258 +84,116	+26%	+$4.13M	4.32%	3
2024 Q4	$15.8M	Buy	+322,142	New	+$15.8M	3.84%	4

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

Marshall Financial Group (Maryland)'s JBBB Position: Q1 2026 in Review

Marshall Financial Group (Maryland) reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 4.2% in Q1 2026, selling an estimated $16.4K and leaving 7,802 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #229.

Marshall Financial Group (Maryland) first reported a position in JBBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3M in Q2 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Marshall Financial Group (Maryland) held 7,802 shares of Janus Henderson B-BBB CLO ETF worth $364K as of Q1 2026.
Marshall Financial Group (Maryland) sold 345 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $16.4K.
Janus Henderson B-BBB CLO ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #229 holding.
Marshall Financial Group (Maryland) first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 6 quarters since.
Marshall Financial Group (Maryland)'s Janus Henderson B-BBB CLO ETF position peaked at $20.3M in Q2 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.