CFP
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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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return