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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
Q2 		$796K Sell
16,805
-710
-4% -$33.6K 0.05% 114
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

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sage Mountain Advisors's JBBB Position: Q2 2026 in Review

Sage Mountain Advisors reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 4.1% in Q2 2026, selling an estimated $33.6K and leaving 16,805 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #114.

Sage Mountain Advisors first reported a position in JBBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.4M in Q4 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Sage Mountain Advisors held 16,805 shares of Janus Henderson B-BBB CLO ETF worth $796K as of Q2 2026.
  • Sage Mountain Advisors sold 710 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $33.6K.
  • Janus Henderson B-BBB CLO ETF made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #114 holding.
  • Sage Mountain Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2023 and has held it in 12 quarters since.
  • Sage Mountain Advisors's Janus Henderson B-BBB CLO ETF position peaked at $2.4M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.