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

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

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return