Uptown Financial Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Uptown Financial Advisors’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	$202K	Buy	+4,265	New	+$202K	0.13%	82
2026 Q1	–	Sell	-4,265	Closed	-$203K	–	78
2025 Q4	$203K	Hold	4,265	–	–	0.15%	75
2025 Q3	$205K	Sell	4,265 -825	-16%	-$39.8K	0.17%	71
2025 Q2	$245K	Hold	5,090	–	–	0.21%	64
2025 Q1	$248K	Hold	5,090	–	–	0.25%	58
2024 Q4	$250K	Buy	+5,090	New	+$250K	0.27%	54

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

FEG

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

CWM

Clearview Wealth Management Irvine, California $156M AUM

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

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

IFG

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Uptown Financial Advisors's JBBB Position: Q2 2026 in Review

Uptown Financial Advisors opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 4,265 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #82 among its holdings. This is a return to the name: Uptown Financial Advisors previously reported a position in JBBB as recently as Q4 2025.

Uptown Financial Advisors first reported a position in JBBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q4 2024. 26 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Uptown Financial Advisors held 4,265 shares of Janus Henderson B-BBB CLO ETF worth $202K as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new Uptown Financial Advisors position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.13% of Uptown Financial Advisors's portfolio in Q2 2026, its #82 holding.
Uptown Financial Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 6 quarters since.
Uptown Financial Advisors's Janus Henderson B-BBB CLO ETF position peaked at $250K in Q4 2024.
26 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.