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Summit Financial Strategies’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Summit Financial Strategies’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 		$441K Sell
9,323
-3,295
-26% -$156K 0.03% 104
2026
Q1 		$588K Sell
12,618
-189
-1% -$8.98K 0.05% 90
2025
Q4 		$611K Buy
12,807
+842
+7% +$40.3K 0.05% 84
2025
Q3 		$576K Buy
11,965
+121
+1% +$5.84K 0.05% 83
2025
Q2 		$571K Sell
11,844
-465
-4% -$22.3K 0.05% 81
2025
Q1 		$599K Buy
+12,309
New +$605K 0.06% 73

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

Summit Financial Strategies's JBBB Position: Q2 2026 in Review

Summit Financial Strategies reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 26% in Q2 2026, selling an estimated $156K and leaving 9,323 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #104.

Summit Financial Strategies first reported a position in JBBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $611K in Q4 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Summit Financial Strategies held 9,323 shares of Janus Henderson B-BBB CLO ETF worth $441K as of Q2 2026.
  • Summit Financial Strategies sold 3,295 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $156K.
  • Janus Henderson B-BBB CLO ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #104 holding.
  • Summit Financial Strategies first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Strategies's Janus Henderson B-BBB CLO ETF position peaked at $611K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.