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Bison Wealth’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Bison Wealth’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
2024
Q4 		$1.54M Buy
29,671
+1
+0% +$52 0.34% 62
2024
Q3 		$1.57M Buy
+29,670
New +$1.55M 0.25% 98

Other funds holding JSI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bison Wealth's JSI Position: Q4 2024 in Review

Bison Wealth increased its Janus Henderson Securitized Income ETF (JSI) stake by 0% in Q4 2024, buying an estimated $52 and bringing the position to 29,671 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #62.

Bison Wealth first reported a position in JSI in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.57M in Q3 2024. 69 funds tracked by Wall St. Rank hold JSI as of Q4 2024.

  • Bison Wealth held 29,671 shares of Janus Henderson Securitized Income ETF worth $1.54M as of Q4 2024.
  • Bison Wealth bought 1 Janus Henderson Securitized Income ETF share in Q4 2024, an estimated $52.
  • Janus Henderson Securitized Income ETF made up 0.34% of Bison Wealth's portfolio in Q4 2024, its #62 holding.
  • Bison Wealth first reported a position in Janus Henderson Securitized Income ETF in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's Janus Henderson Securitized Income ETF position peaked at $1.57M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.