AXS Investments LLC JBBB — JANUS DETROIT STR TR B-BBB CLO ETF

Ownership history in AXS Investments LLC  ·  6 quarters on record

AI Ownership Summary

AXS Investments LLC reported JANUS DETROIT STR TR B-BBB CLO ETF (JBBB) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.75% in 2025 Q4. The latest visible filing shows JBBB at 0.75% 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 AXS Investments LLC's position in JANUS DETROIT STR TR 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
2025 Q4

JBBB was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% 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
2024 Q2 to 2025 Q4

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.

JBBB stock page AXS Investments LLC fund profile AXS Investments LLC full holdings
How AXS Investments LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 32,898 +101 +0.3% 0.75% $1.6M 2026-02-10 $46.88
2025 Q3 REDUCED 12.3% +1.3% ❌ 32,797 -4,620 -12.3% 0.69% $1.6M 2025-11-04 $46.12
2025 Q2 ADDED — — — 37,417 +6,726 +21.9% 0.74% $1.8M 2025-08-11 $45.68
2024 Q4 REDUCED — — — 30,691 -1,217 -3.8% 0.42% $1.5M 2025-02-10 $45.11
2024 Q3 REDUCED 20.5% +3.1% ❌ 31,908 -8,222 -20.5% 0.41% $1.6M 2024-11-13 $44.03
2024 Q2 INITIATED — — — 40,130 — — 0.55% $2.0M 2024-08-13 $42.41

🏢 Other funds also holding JBBB

As of 2026 Q1 — sorted by position size

TT Capital Management LLC 10.84% EPIQ PARTNERS, LLC 3Y 5.57% Clearview Wealth Management LLC 3.06% Flagship Capital Management Inc. 2.98% Keeler Thomas Management LLC 3Y 7Y 2.01% Ridgeline Wealth, LLC 1.96% LFG Wealth Partners, LLC 1.82% WT Wealth Management 3Y 1.68% Adams Wealth Management 3Y 1.48% CV Advisors LLC 3Y 1.41%

FAQ About AXS Investments LLC and JBBB

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

How long has AXS Investments LLC reported owning JBBB?

AXS Investments LLC reported JBBB across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported JBBB position in AXS Investments LLC's portfolio?

The largest reported portfolio weight for JBBB was 0.75% in 2025 Q4.

What is the latest reported JBBB position on this page?

The most recent filing on this page is 2025 Q4, when AXS Investments LLC reported 32,898 shares, equal to 0.75% of portfolio, with an estimated market value of $1.6M.

What does the chart on this JBBB ownership page compare?

The chart compares AXS Investments LLC'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 AXS Investments LLC time their JBBB position?

Based on 13F filing dates vs. subsequent JBBB price moves, AXS Investments LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on JBBB relative to SPY over the holding period was -10.3%.

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