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 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

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

Park Square Financial Group's JBBB Position: Q1 2026 in Review

Park Square Financial Group held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q1 2026 at 6 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Park Square Financial Group first reported a position in JBBB in Q4 2024 and has held it in 5 quarters since. The position peaked at $787 in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Park Square Financial Group held 6 shares of Janus Henderson B-BBB CLO ETF worth $280 as of Q1 2026.
Park Square Financial 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 Park Square Financial Group's portfolio in Q1 2026, its #238 holding.
Park Square Financial Group first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's Janus Henderson B-BBB CLO ETF position peaked at $787 in Q4 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.