Bridgewealth Advisory Group’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Bridgewealth Advisory 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	$466K	Sell	9,105 -7,209	-44%	-$372K	0.09%	83
2026 Q1	$841K	Sell	16,314 -3,447	-17%	-$180K	0.17%	60
2025 Q4	$1.03M	Sell	19,761 -2,492	-11%	-$130K	0.23%	56
2025 Q3	$1.16M	Buy	22,253 +8,726	+65%	+$458K	0.27%	50
2025 Q2	$712K	Buy	+13,527	New	+$703K	0.18%	54

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

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

Bridgewealth Advisory Group's JSI Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Janus Henderson Securitized Income ETF (JSI) stake by 44% in Q2 2026, selling an estimated $372K and leaving 9,105 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #83.

Bridgewealth Advisory Group first reported a position in JSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

Bridgewealth Advisory Group held 9,105 shares of Janus Henderson Securitized Income ETF worth $466K as of Q2 2026.
Bridgewealth Advisory Group sold 7,209 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $372K.
Janus Henderson Securitized Income ETF made up 0.09% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #83 holding.
Bridgewealth Advisory Group first reported a position in Janus Henderson Securitized Income ETF in Q2 2025 and has held it in 5 quarters since.
Bridgewealth Advisory Group's Janus Henderson Securitized Income ETF position peaked at $1.16M in Q3 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.