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Atwood & Palmer’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Atwood & Palmer’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 		$36.7M Buy
715,976
+16,713
+2% +$862K 1.96% 19
2026
Q1 		$36M Buy
699,263
+15,174
+2% +$792K 2.03% 19
2025
Q4 		$35.6M Buy
684,089
+25,956
+4% +$1.35M 2.02% 17
2025
Q3 		$34.4M Buy
658,133
+9,344
+1% +$490K 2.02% 19
2025
Q2 		$34.1M Buy
648,789
+199,553
+44% +$10.4M 2.13% 18
2025
Q1 		$23.5M Buy
449,236
+89,397
+25% +$4.66M 1.63% 30
2024
Q4 		$18.6M Buy
359,839
+48,499
+16% +$2.53M 1.28% 36
2024
Q3 		$16.5M Buy
311,340
+29,440
+10% +$1.54M 1.12% 41
2024
Q2 		$14.6M Buy
281,900
+42,830
+18% +$2.2M 1.11% 42
2024
Q1 		$12.3M Buy
239,070
+225,710
+1,689% +$11.6M 0.94% 46
2023
Q4 		$686K Buy
+13,360
New +$679K 0.06% 95

Other funds holding JSI

FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $260M AUM
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return