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

Valeo 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 		$299K Buy
6,316
+91
+1% +$4.3K 0.01% 626
2026
Q1 		$290K Buy
6,225
+64
+1% +$3.04K 0.01% 564
2025
Q4 		$294K Buy
6,161
+144
+2% +$6.9K 0.01% 634
2025
Q3 		$290K Buy
+6,017
New +$290K 0.01% 619

Other funds holding JBBB

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
EP
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
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
RW
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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Valeo Financial Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 1.5% in Q2 2026, buying an estimated $4.3K and bringing the position to 6,316 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #626.

Valeo Financial Advisors first reported a position in JBBB in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Valeo Financial Advisors held 6,316 shares of Janus Henderson B-BBB CLO ETF worth $299K as of Q2 2026.
  • Valeo Financial Advisors bought 91 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $4.3K.
  • Janus Henderson B-BBB CLO ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #626 holding.
  • Valeo Financial Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.