SMA
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Sage Mountain Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Sage Mountain Advisors’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 		$816K Sell
17,515
-11,003
-39% -$523K 0.06% 107
2025
Q4 		$1.36M Buy
28,518
+10,301
+57% +$493K 0.07% 135
2025
Q3 		$878K Sell
18,217
-1,161
-6% -$56K 0.05% 183
2025
Q2 		$934K Sell
19,378
-29,714
-61% -$1.43M 0.06% 150
2025
Q1 		$2.39M Buy
49,092
+283
+0.6% +$13.9K 0.18% 66
2024
Q4 		$2.4M Buy
48,809
+18,432
+61% +$907K 0.18% 66
2024
Q3 		$1.49M Sell
30,377
-147
-0.5% -$7.18K 0.13% 84
2024
Q2 		$1.5M Sell
30,524
-2,274
-7% -$111K 0.14% 73
2024
Q1 		$1.6M Buy
32,798
+917
+3% +$44.4K 0.17% 67
2023
Q4 		$1.53M Buy
31,881
+19,110
+150% +$904K 0.18% 61
2023
Q3 		$607K Buy
+12,771
New +$602K 0.08% 104

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return