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

Triumph 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	$270K	Sell	5,698 -3,473	-38%	-$164K	0.05%	320
2026 Q1	$429K	Sell	9,171 -558	-6%	-$26.5K	0.09%	203
2025 Q4	$464K	Sell	9,729 -2,575	-21%	-$123K	0.1%	183
2025 Q3	$593K	Buy	12,304 +698	+6%	+$33.7K	0.16%	146
2025 Q2	$560K	Buy	11,606 +205	+2%	+$9.84K	0.17%	150
2025 Q1	$555K	Buy	11,401 +751	+7%	+$36.9K	0.18%	144
2024 Q4	$524K	Buy	10,650 +2,894	+37%	+$142K	0.18%	148
2024 Q3	$380K	Buy	+7,756	New	+$379K	0.14%	169

Other funds holding JBBB

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CV Advisors Aventura, Florida $542M AUM 24.89% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCM

Flagship Capital Management Media, Pennsylvania $158M AUM

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

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

Triumph Capital Management reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 38% in Q2 2026, selling an estimated $164K and leaving 5,698 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #320.

Triumph Capital Management first reported a position in JBBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $593K in Q3 2025. 46 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Triumph Capital Management held 5,698 shares of Janus Henderson B-BBB CLO ETF worth $270K as of Q2 2026.
Triumph Capital Management sold 3,473 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $164K.
Janus Henderson B-BBB CLO ETF made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #320 holding.
Triumph Capital Management first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's Janus Henderson B-BBB CLO ETF position peaked at $593K in Q3 2025.
46 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.