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JBBB icon

NewEdge Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

NewEdge Advisors’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 		$712K Buy
15,039
+3,192
+27% +$151K ﹤0.01% 1896
2026
Q1 		$552K Sell
11,847
-4,319
-27% -$205K ﹤0.01% 1904
2025
Q4 		$771K Sell
16,166
-28,789
-64% -$1.38M ﹤0.01% 1647
2025
Q3 		$2.17M Sell
44,955
-2,504
-5% -$121K 0.01% 975
2025
Q2 		$2.29M Sell
47,459
-14,904
-24% -$716K 0.01% 872
2025
Q1 		$3.04M Buy
62,363
+26,833
+76% +$1.32M 0.02% 680
2024
Q4 		$1.75M Buy
35,530
+15,938
+81% +$784K 0.01% 885
2024
Q3 		$959K Buy
19,592
+14,063
+254% +$687K 0.01% 1129
2024
Q2 		$272K Sell
5,529
-16,506
-75% -$808K ﹤0.01% 1771
2024
Q1 		$1.08M Buy
22,035
+7,911
+56% +$383K 0.01% 969
2023
Q4 		$677K Sell
14,124
-4,995
-26% -$236K 0.01% 1138
2023
Q3 		$908K Buy
19,119
+17,519
+1,095% +$825K 0.01% 901
2023
Q2 		$73.5K Buy
+1,600
New +$72.7K ﹤0.01% 1962

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

NewEdge Advisors's JBBB Position: Q2 2026 in Review

NewEdge Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 27% in Q2 2026, buying an estimated $151K and bringing the position to 15,039 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

NewEdge Advisors first reported a position in JBBB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.04M in Q1 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • NewEdge Advisors held 15,039 shares of Janus Henderson B-BBB CLO ETF worth $712K as of Q2 2026.
  • NewEdge Advisors bought 3,192 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $151K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1896 holding.
  • NewEdge Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2023 and has held it in 13 quarters since.
  • NewEdge Advisors's Janus Henderson B-BBB CLO ETF position peaked at $3.04M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.