CWM
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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

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GSAM
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Kovitz Investment Group Partners
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AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FEG
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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return