This article provides an overview of Janus Henderson’s B-BBB CLO ETF ( JBBB ). The fund is income-focused, holding CLO tranches rated at the lower end of the investment-grade spectrum. Like its sister ETF, the Janus Henderson AAA CLO ETF (Dr. Joseph E. Jones is a professor at The University of Southern Mississippi. He focuses on portfolio construction from a dividend growth investment perspective. The insights expressed in his research are solely his own. They do not represent the views or financial interes ...

Core Viewpoint - INSPIRION Wealth Advisors, LLC has completely exited its position in the BlackRock ETF Trust II - iShares AAA CLO Active ETF, selling 435,635 shares for an estimated $22.62 million as of October 6, 2025 [2][3]. Group 1: Transaction Details - The sale of the entire position in CLOA was reported in a filing with the SEC, indicating a strategic shift in the fund's investment approach [2]. - The fund now holds no shares in CLOA, which previously represented a portion of its assets [3]. Group 2: Fund Performance and Holdings - Following the exit from CLOA, the fund's top holdings include JAAA at $100.99 million (14.1% of AUM), VYM at $55.29 million (7.7% of AUM), and VUG at $49.60 million (6.9% of AUM) [3]. - As of October 3, 2025, shares of CLOA were priced at $51.79, with a one-year total return of 0.06%, underperforming the S&P 500 by 11.8 percentage points [3]. Group 3: Company Overview - INSPIRON's investment strategy focuses on actively managing a portfolio of U.S. dollar-denominated collateralized loan obligations (CLOs) rated AAA or equivalent, aiming for high credit quality and income [5]. - The fund is structured as a non-diversified ETF, emphasizing income generation and credit quality through investments in AAA-rated CLO securities [6]. Group 4: Historical Performance - Over the past five years, INSPIRON's portfolio holdings have increased by 146%, from $291 million in Q3 2020 to $715 million by the end of Q3 2025, significantly outperforming the S&P 500, which rose by 99% during the same period [7].

Group 1 - The article highlights the first coverage of an AAA CLO fund on the Seeking Alpha platform, specifically the Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) from 2022, indicating a prescient analysis [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets instruments and trades, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations [1] - BTA seeks to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience and a finance major from a top university [1]