SA
JBBB icon

Strategic Advocates’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Strategic Advocates’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 		– Sell
-3,690
Closed -$176K – 445
2025
Q4 		$176K Buy
3,690
+1,538
+71% +$73.7K 0.05% 123
2025
Q3 		$104K Buy
+2,152
New +$104K 0.03% 163

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Strategic Advocates's JBBB Position: Q1 2026 in Review

Strategic Advocates sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 3,690 shares — an estimated $176K sold.

Strategic Advocates first reported a position in JBBB in Q3 2025 and held it in 2 quarters. The position peaked at $176K in Q4 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Strategic Advocates reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 3,690 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $176K.
  • Strategic Advocates first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Janus Henderson B-BBB CLO ETF position peaked at $176K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.