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Castle Rock Wealth Management’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Castle Rock Wealth Management’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 		$3.32M Buy
66,344
+3,153
+5% +$161K 0.62% 39
2026
Q2 		$3.23M Buy
63,191
+1,141
+2% +$58.8K 0.63% 43
2026
Q1 		$3.2M Buy
62,050
+5,813
+10% +$303K 0.69% 36
2025
Q4 		$2.94M Buy
56,237
+127
+0.2% +$6.63K 0.64% 42
2025
Q3 		$2.93M Buy
56,110
+6,185
+12% +$325K 0.65% 39
2025
Q2 		$2.62M Buy
+49,925
New +$2.6M 0.61% 40

Other funds holding JSI

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
EP
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castle Rock Wealth Management's JSI Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Janus Henderson Securitized Income ETF (JSI) stake by 5% in Q3 2026, buying an estimated $161K and bringing the position to 66,344 shares worth $3.32M. The position accounts for 0.62% of the portfolio, ranked #39.

Castle Rock Wealth Management first reported a position in JSI in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold JSI as of Q3 2026.

  • Castle Rock Wealth Management held 66,344 shares of Janus Henderson Securitized Income ETF worth $3.32M as of Q3 2026.
  • Castle Rock Wealth Management bought 3,153 Janus Henderson Securitized Income ETF shares in Q3 2026, an estimated $161K.
  • Janus Henderson Securitized Income ETF made up 0.62% of Castle Rock Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Castle Rock Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.