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

Newbridge Financial Services 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 		$43.5K Hold
933
– – 0.01% 453
2025
Q4 		$44.5K Sell
933
-14,753
-94% -$707K 0.01% 452
2025
Q3 		$756K Buy
15,686
+5,384
+52% +$260K 0.11% 138
2025
Q2 		$497K Buy
10,302
+5,835
+131% +$280K 0.08% 184
2025
Q1 		$217K Buy
+4,467
New +$219K 0.05% 183

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Newbridge Financial Services Group's JBBB Position: Q1 2026 in Review

Newbridge Financial Services Group held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q1 2026 at 933 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #453.

Newbridge Financial Services Group first reported a position in JBBB in Q1 2025 and has held it in 5 quarters since. The position peaked at $756K in Q3 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Newbridge Financial Services Group held 933 shares of Janus Henderson B-BBB CLO ETF worth $43.5K as of Q1 2026.
  • Newbridge Financial Services Group left its Janus Henderson B-BBB CLO ETF share count unchanged in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #453 holding.
  • Newbridge Financial Services Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's Janus Henderson B-BBB CLO ETF position peaked at $756K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.