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

Congress 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
2025
Q2 		$120M Buy
2,281,029
+670,006
+42% +$34.8M 1.16% 8
2025
Q1 		$84.3M Buy
1,611,023
+591,217
+58% +$30.8M 1.01% 9
2024
Q4 		$52.8M Buy
1,019,806
+76,773
+8% +$4M 0.73% 23
2024
Q3 		$50M Sell
943,033
-375
-0% -$19.6K 0.67% 23
2024
Q2 		$48.8M Buy
943,408
+180,797
+24% +$9.3M 0.78% 23
2024
Q1 		$39.4M Buy
+762,611
New +$39.2M 0.68% 28

Other funds holding JSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $29.3B AUM 38.15% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Congress Wealth Management's JSI Position: Q2 2025 in Review

Congress Wealth Management increased its Janus Henderson Securitized Income ETF (JSI) stake by 42% in Q2 2025, buying an estimated $34.8M and bringing the position to 2,281,029 shares worth $120M. The position accounts for 1.16% of the portfolio, ranked #8.

Congress Wealth Management first reported a position in JSI in Q1 2024 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold JSI as of Q2 2025.

  • Congress Wealth Management held 2,281,029 shares of Janus Henderson Securitized Income ETF worth $120M as of Q2 2025.
  • Congress Wealth Management bought 670,006 Janus Henderson Securitized Income ETF shares in Q2 2025, an estimated $34.8M.
  • Janus Henderson Securitized Income ETF made up 1.16% of Congress Wealth Management's portfolio in Q2 2025, its #8 holding.
  • Congress Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q1 2024 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.