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SummitPoint Capital Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

SummitPoint Capital Management’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 		$411K Buy
8,671
+1,858
+27% +$87.9K 0.44% 31
2026
Q1 		$325K Buy
+6,813
New +$324K 0.41% 31

Other funds holding JBBB

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Pathstone Holdings
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.78B AUM 31.6% 1-Year Est. Return

SummitPoint Capital Management's JBBB Position: Q2 2026 in Review

SummitPoint Capital Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 27% in Q2 2026, buying an estimated $87.9K and bringing the position to 8,671 shares worth $411K. The position accounts for 0.44% of the portfolio, ranked #31.

SummitPoint Capital Management first reported a position in JBBB in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • SummitPoint Capital Management held 8,671 shares of Janus Henderson B-BBB CLO ETF worth $411K as of Q2 2026.
  • SummitPoint Capital Management bought 1,858 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $87.9K.
  • Janus Henderson B-BBB CLO ETF made up 0.44% of SummitPoint Capital Management's portfolio in Q2 2026, its #31 holding.
  • SummitPoint Capital Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.