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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
Q2 		$39.3K Sell
830
-103
-11% -$4.87K ﹤0.01% 543
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

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Newbridge Financial Services Group's JBBB Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 11% in Q2 2026, selling an estimated $4.87K and leaving 830 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Newbridge Financial Services Group first reported a position in JBBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $756K in Q3 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Newbridge Financial Services Group held 830 shares of Janus Henderson B-BBB CLO ETF worth $39.3K as of Q2 2026.
  • Newbridge Financial Services Group sold 103 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $4.87K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #543 holding.
  • Newbridge Financial Services Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Newbridge Financial Services Group's Janus Henderson B-BBB CLO ETF position peaked at $756K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.