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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
Q1 		$25.4K Buy
+544
New +$25.8K ﹤0.01% 1586

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Waverly Advisors's JBBB Position: Q1 2026 in Review

Waverly Advisors opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026: 544 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings.

177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Waverly Advisors held 544 shares of Janus Henderson B-BBB CLO ETF worth $25.4K as of Q1 2026.
  • Janus Henderson B-BBB CLO ETF was a new Waverly Advisors position in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1586 holding.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.