Comprehensive Financial Planning’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Comprehensive Financial Planning’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	$729K	Sell	14,240 -170	-1%	-$8.77K	0.39%	63
2026 Q1	$743K	Sell	14,410 -894	-6%	-$46.6K	0.51%	49
2025 Q4	$797K	Sell	15,304 -437	-3%	-$22.8K	0.53%	50
2025 Q3	$823K	Buy	15,741 +1,329	+9%	+$69.7K	0.56%	45
2025 Q2	$758K	Buy	14,412 +3,424	+31%	+$178K	0.6%	42
2025 Q1	$575K	Sell	10,988 -782	-7%	-$40.7K	0.56%	45
2024 Q4	$610K	Buy	+11,770	New	+$613K	0.52%	45

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

Comprehensive Financial Planning's JSI Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Janus Henderson Securitized Income ETF (JSI) stake by 1.2% in Q2 2026, selling an estimated $8.77K and leaving 14,240 shares worth $729K. The position accounts for 0.39% of the portfolio, ranked #63.

Comprehensive Financial Planning first reported a position in JSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q3 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

Comprehensive Financial Planning held 14,240 shares of Janus Henderson Securitized Income ETF worth $729K as of Q2 2026.
Comprehensive Financial Planning sold 170 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $8.77K.
Janus Henderson Securitized Income ETF made up 0.39% of Comprehensive Financial Planning's portfolio in Q2 2026, its #63 holding.
Comprehensive Financial Planning first reported a position in Janus Henderson Securitized Income ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Janus Henderson Securitized Income ETF position peaked at $823K in Q3 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.