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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atwood & Palmer's JSI Position: Q2 2026 in Review

Atwood & Palmer increased its Janus Henderson Securitized Income ETF (JSI) stake by 2.4% in Q2 2026, buying an estimated $862K and bringing the position to 715,976 shares worth $36.7M. The position accounts for 1.96% of the portfolio, ranked #19.

Atwood & Palmer first reported a position in JSI in Q4 2023 and has held it in 11 quarters since. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

Atwood & Palmer held 715,976 shares of Janus Henderson Securitized Income ETF worth $36.7M as of Q2 2026.
Atwood & Palmer bought 16,713 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $862K.
Janus Henderson Securitized Income ETF made up 1.96% of Atwood & Palmer's portfolio in Q2 2026, its #19 holding.
Atwood & Palmer first reported a position in Janus Henderson Securitized Income ETF in Q4 2023 and has held it in 11 quarters since.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.