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Sowell Financial Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Sowell Financial 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
Q2 		$4.34M Buy
91,654
+1,263
+1% +$59.7K 0.14% 151
2026
Q1 		$4.21M Buy
90,391
+880
+1% +$41.8K 0.16% 139
2025
Q4 		$4.27M Buy
89,511
+1,795
+2% +$86K 0.16% 130
2025
Q3 		$4.23M Buy
87,716
+3,716
+4% +$179K 0.16% 126
2025
Q2 		$4.05M Sell
84,000
-80,394
-49% -$3.86M 0.16% 127
2025
Q1 		$8M Buy
+164,394
New +$8.07M 0.36% 55

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

Sowell Financial Services's JBBB Position: Q2 2026 in Review

Sowell Financial Services increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 1.4% in Q2 2026, buying an estimated $59.7K and bringing the position to 91,654 shares worth $4.34M. The position accounts for 0.14% of the portfolio, ranked #151.

Sowell Financial Services first reported a position in JBBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $8M in Q1 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Sowell Financial Services held 91,654 shares of Janus Henderson B-BBB CLO ETF worth $4.34M as of Q2 2026.
  • Sowell Financial Services bought 1,263 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $59.7K.
  • Janus Henderson B-BBB CLO ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #151 holding.
  • Sowell Financial Services first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Sowell Financial Services's Janus Henderson B-BBB CLO ETF position peaked at $8M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.