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Principal Securities’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,326
Closed -$112K – 2482
2025
Q3 		$112K Buy
2,326
+303
+15% +$14.6K ﹤0.01% 1545
2025
Q2 		$97.5K Sell
2,023
-328
-14% -$15.7K ﹤0.01% 1557
2025
Q1 		$116K Hold
2,351
– – ﹤0.01% 1367
2024
Q4 		$116K Buy
2,351
+131
+6% +$6.44K ﹤0.01% 1367
2024
Q3 		$109K Buy
2,220
+2,053
+1,229% +$100K ﹤0.01% 1363
2024
Q2 		$8.21K Buy
167
+79
+90% +$3.87K ﹤0.01% 2478
2024
Q1 		$4.3K Buy
+88
New +$4.26K ﹤0.01% 2661

Other funds holding JBBB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Principal Securities's JBBB Position: Q4 2025 in Review

Principal Securities sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2025, closing a stake of 2,326 shares — an estimated $112K sold.

Principal Securities first reported a position in JBBB in Q1 2024 and held it in 7 quarters. The position peaked at $116K in Q1 2025. 182 funds tracked by Wall St. Rank hold JBBB as of Q4 2025.

  • Principal Securities reported no remaining Janus Henderson B-BBB CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,326 Janus Henderson B-BBB CLO ETF shares in Q4 2025, an estimated $112K.
  • Principal Securities first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Janus Henderson B-BBB CLO ETF position peaked at $116K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.