Sage Advisory Services
JBBB icon

Sage Advisory Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Sage Advisory Services’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
Q3 		$4.78M Buy
101,253
+95,508
+1,662% +$4.53M 2.57% 11
2026
Q2 		$272K Buy
+5,745
New +$272K 0.13% 40

Other funds holding JBBB

Ocean Park Asset Management
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TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Sage Advisory Services's JBBB Position: Q3 2026 in Review

Sage Advisory Services increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 1,662% in Q3 2026, buying an estimated $4.53M and bringing the position to 101,253 shares worth $4.78M. The position accounts for 2.57% of the portfolio, ranked #11.

Sage Advisory Services first reported a position in JBBB in Q2 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

  • Sage Advisory Services held 101,253 shares of Janus Henderson B-BBB CLO ETF worth $4.78M as of Q3 2026.
  • Sage Advisory Services bought 95,508 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $4.53M.
  • Janus Henderson B-BBB CLO ETF made up 2.57% of Sage Advisory Services's portfolio in Q3 2026, its #11 holding.
  • Sage Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.