Pullen Investment Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Pullen Investment Management’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	$404K	Buy	8,679 +11	+0.1%	+$522	0.2%	87
2025 Q4	$413K	Buy	8,668 +8	+0.1%	+$383	0.22%	87
2025 Q3	$417K	Buy	8,660 +445	+5%	+$21.5K	0.23%	86
2025 Q2	$396K	Sell	8,215 -275	-3%	-$13.2K	0.24%	88
2025 Q1	$413K	Buy	8,490 +610	+8%	+$30K	0.26%	91
2024 Q4	$387K	Buy	7,880 +336	+4%	+$16.5K	0.25%	92
2024 Q3	$369K	Sell	7,544 -17	-0.2%	-$831	0.27%	89
2024 Q2	$372K	Buy	+7,561	New	+$370K	0.31%	85

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

Pullen Investment Management's JBBB Position: Q1 2026 in Review

Pullen Investment Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 0.13% in Q1 2026, buying an estimated $522 and bringing the position to 8,679 shares worth $404K. The position accounts for 0.2% of the portfolio, ranked #87.

Pullen Investment Management first reported a position in JBBB in Q2 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Pullen Investment Management held 8,679 shares of Janus Henderson B-BBB CLO ETF worth $404K as of Q1 2026.
Pullen Investment Management bought 11 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $522.
Janus Henderson B-BBB CLO ETF made up 0.2% of Pullen Investment Management's portfolio in Q1 2026, its #87 holding.
Pullen Investment Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 8 quarters since.
Pullen Investment Management's Janus Henderson B-BBB CLO ETF position peaked at $417K in Q3 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.