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 Q3	$37.7M	Buy	755,491 +39,515	+6%	+$2.01M	1.94%	19
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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's JSI Position: Q3 2026 in Review

Atwood & Palmer increased its Janus Henderson Securitized Income ETF (JSI) stake by 5.5% in Q3 2026, buying an estimated $2.01M and bringing the position to 755,491 shares worth $37.7M. The position accounts for 1.94% of the portfolio, ranked #19.

Atwood & Palmer first reported a position in JSI in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold JSI as of Q3 2026.

Atwood & Palmer held 755,491 shares of Janus Henderson Securitized Income ETF worth $37.7M as of Q3 2026.
Atwood & Palmer bought 39,515 Janus Henderson Securitized Income ETF shares in Q3 2026, an estimated $2.01M.
Janus Henderson Securitized Income ETF made up 1.94% of Atwood & Palmer's portfolio in Q3 2026, its #19 holding.
Atwood & Palmer first reported a position in Janus Henderson Securitized Income ETF in Q4 2023 and has held it in 12 quarters since.
17 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.