AdvisorNet Financial, Inc JBBB JANUS HENDERSON B-BBB CLO ETF

Ownership history in AdvisorNet Financial, Inc  ·  5 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported JANUS HENDERSON B-BBB CLO ETF (JBBB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows JBBB at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JBBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in JANUS HENDERSON B-BBB CLO ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JBBB was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdvisorNet Financial, Inc held JBBB — position size vs. price
% of Fund (quarterly)    JBBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 128,506 +3,741 +3.0% 0.31% $6.0M 2026-04-17 $46.58
2025 Q4 ADDED 124,765 +27,847 +28.7% 0.32% $6.0M 2026-01-20 $46.90
2025 Q3 ADDED 96,918 +28,919 +42.5% 0.26% $4.7M 2025-10-09 $46.01
2025 Q2 ADDED 67,999 +18,885 +38.5% 0.21% $3.3M 2025-07-14 $45.33
2025 Q1 INITIATED 49,114 0.18% $2.4M 2025-04-07 $43.18

FAQ About AdvisorNet Financial, Inc and JBBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning JBBB?

AdvisorNet Financial, Inc reported JBBB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JBBB position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for JBBB was 0.32% in 2025 Q4.

What is the latest reported JBBB position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorNet Financial, Inc reported 128,506 shares, equal to 0.31% of portfolio, with an estimated market value of $6.0M.

What does the chart on this JBBB ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly JBBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their JBBB position?

Based on 13F filing dates vs. subsequent JBBB price moves, AdvisorNet Financial, Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JBBB relative to SPY over the holding period was -23.7%.

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