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

Park Square 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
Q2 		– Sell
-6
Closed -$280 – 239
2026
Q1 		$280 Hold
6
– – ﹤0.01% 238
2025
Q4 		$295 Buy
6
+1
+20% +$48 ﹤0.01% 224
2025
Q3 		$241 Hold
5
– – ﹤0.01% 249
2025
Q2 		$241 Buy
+5
New +$240 ﹤0.01% 990
2025
Q1 		– Sell
-16
Closed -$787 – 1010
2024
Q4 		$787 Buy
+16
New +$787 ﹤0.01% 902

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

Park Square Financial Group's JBBB Position: Q2 2026 in Review

Park Square Financial Group sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026, closing a stake of 6 shares — an estimated $280 sold.

Park Square Financial Group first reported a position in JBBB in Q4 2024 and held it in 5 quarters. The position peaked at $787 in Q4 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Park Square Financial Group reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 6 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $280.
  • Park Square Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's Janus Henderson B-BBB CLO ETF position peaked at $787 in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.