Steward Partners Investment Advisory’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Steward Partners Investment Advisory’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
2025 Q4	–	Sell	-46	Closed	-$2.22K	–	4398
2025 Q3	$2.22K	Buy	+46	New	+$2.22K	﹤0.01%	3893
2024 Q4	–	Sell	-177	Closed	-$8.66K	–	4035
2024 Q3	$8.66K	Buy	+177	New	+$8.65K	﹤0.01%	3001

Other funds holding JBBB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Steward Partners Investment Advisory's JBBB Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2025, closing a stake of 46 shares — an estimated $2.22K sold.

Steward Partners Investment Advisory first reported a position in JBBB in Q3 2024 and held it in 2 quarters. The position peaked at $8.66K in Q3 2024. 182 funds tracked by Wall St. Rank hold JBBB as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Janus Henderson B-BBB CLO ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 46 Janus Henderson B-BBB CLO ETF shares in Q4 2025, an estimated $2.22K.
Steward Partners Investment Advisory first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and held it in 2 quarters.
Steward Partners Investment Advisory's Janus Henderson B-BBB CLO ETF position peaked at $8.66K in Q3 2024.
182 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.