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

Waverly 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 		– Sell
-544
Closed -$25.4K – 1793
2026
Q1 		$25.4K Buy
+544
New +$25.8K ﹤0.01% 1586

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 22.96% 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

Waverly Advisors's JBBB Position: Q2 2026 in Review

Waverly Advisors sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026, closing a stake of 544 shares — an estimated $25.4K sold.

Waverly Advisors first reported a position in JBBB in Q1 2026 and held it in 1 quarter. The position peaked at $25.4K in Q1 2026. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Waverly Advisors reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 544 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $25.4K.
  • Waverly Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Janus Henderson B-BBB CLO ETF position peaked at $25.4K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.