SDH
JBBB icon

Sloy Dahl & Holst’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Sloy Dahl & Holst’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 		$221K Hold
4,670
– – 0.03% 111
2026
Q1 		$218K Hold
4,670
– – 0.03% 105
2025
Q4 		$223K Buy
+4,670
New +$224K 0.03% 107

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 22.9% 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 $7.27B AUM 24.98% 1-Year Est. Return

Sloy Dahl & Holst's JBBB Position: Q2 2026 in Review

Sloy Dahl & Holst held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q2 2026 at 4,670 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #111.

Sloy Dahl & Holst first reported a position in JBBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Sloy Dahl & Holst held 4,670 shares of Janus Henderson B-BBB CLO ETF worth $221K as of Q2 2026.
  • Sloy Dahl & Holst left its Janus Henderson B-BBB CLO ETF share count unchanged in Q2 2026.
  • Janus Henderson B-BBB CLO ETF made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #111 holding.
  • Sloy Dahl & Holst first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Sloy Dahl & Holst's Janus Henderson B-BBB CLO ETF position peaked at $223K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.