Advisory Resource Group’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Advisory Resource Group’s Portfolio JSI Stock Details JSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.2M	Buy	491,125 +25,814	+6%	+$1.33M	3.78%	3
2026 Q1	$24M	Sell	465,311 -21,988	-5%	-$1.15M	4.13%	4
2025 Q4	$25.4M	Buy	487,299 +104,676	+27%	+$5.46M	4.46%	3
2025 Q3	$20M	Buy	382,623 +118,735	+45%	+$6.23M	3.59%	4
2025 Q2	$13.9M	Buy	263,888 +10,065	+4%	+$523K	2.67%	7
2025 Q1	$13.3M	Buy	253,823 +18,924	+8%	+$986K	2.71%	6
2024 Q4	$12.2M	Buy	234,899 +11,397	+5%	+$594K	2.58%	7
2024 Q3	$11.8M	Buy	223,502 +2,472	+1%	+$129K	2.53%	6
2024 Q2	$11.4M	Buy	221,030 +11,367	+5%	+$585K	2.58%	6
2024 Q1	$10.8M	Buy	209,663 +50,775	+32%	+$2.61M	2.48%	8
2023 Q4	$8.16M	Buy	+158,888	New	+$8.07M	2.03%	11

Other funds holding JSI

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Advisory Resource Group's JSI Position: Q2 2026 in Review

Advisory Resource Group increased its Janus Henderson Securitized Income ETF (JSI) stake by 5.5% in Q2 2026, buying an estimated $1.33M and bringing the position to 491,125 shares worth $25.2M. The position accounts for 3.78% of the portfolio, ranked #3.

Advisory Resource Group first reported a position in JSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.4M in Q4 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

Advisory Resource Group held 491,125 shares of Janus Henderson Securitized Income ETF worth $25.2M as of Q2 2026.
Advisory Resource Group bought 25,814 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $1.33M.
Janus Henderson Securitized Income ETF made up 3.78% of Advisory Resource Group's portfolio in Q2 2026, its #3 holding.
Advisory Resource Group first reported a position in Janus Henderson Securitized Income ETF in Q4 2023 and has held it in 11 quarters since.
Advisory Resource Group's Janus Henderson Securitized Income ETF position peaked at $25.4M in Q4 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.