Portside Wealth Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Portside Wealth 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	$1.08M	Buy	22,808 +1,646	+8%	+$77.8K	0.13%	178
2026 Q1	$986K	Buy	21,162 +3,470	+20%	+$165K	0.13%	168
2025 Q4	$844K	Sell	17,692 -1,274	-7%	-$61K	0.11%	188
2025 Q3	$914K	Buy	18,966 +1,940	+11%	+$93.7K	0.13%	174
2025 Q2	$821K	Buy	17,026 +3,001	+21%	+$144K	0.12%	181
2025 Q1	$683K	Buy	14,025 +3,533	+34%	+$174K	0.11%	195
2024 Q4	$516K	Sell	10,492 -7,043	-40%	-$346K	0.09%	222
2024 Q3	$858K	Buy	17,535 +2,101	+14%	+$103K	0.15%	158
2024 Q2	$759K	Buy	+15,434	New	+$755K	0.14%	153

Other funds holding JBBB

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Portside Wealth Group's JBBB Position: Q2 2026 in Review

Portside Wealth Group increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 7.8% in Q2 2026, buying an estimated $77.8K and bringing the position to 22,808 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #178.

Portside Wealth Group first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Portside Wealth Group held 22,808 shares of Janus Henderson B-BBB CLO ETF worth $1.08M as of Q2 2026.
Portside Wealth Group bought 1,646 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $77.8K.
Janus Henderson B-BBB CLO ETF made up 0.13% of Portside Wealth Group's portfolio in Q2 2026, its #178 holding.
Portside Wealth Group first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.