CWM
Congress Wealth Management’s Janus Henderson Securitized Income ETF JSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
2,281,029
+670,006
| +42% | +$35.3M | 1.16% | 8 |
|
|
2025
Q1 | $84.3M | Buy |
1,611,023
+591,217
| +58% | +$31M | 1.01% | 9 |
|
|
2024
Q4 | $52.8M | Buy |
1,019,806
+76,773
| +8% | +$3.98M | 0.73% | 23 |
|
|
2024
Q3 | $50M | Sell |
943,033
-375
| -0% | -$19.9K | 0.67% | 23 |
|
|
2024
Q2 | $48.8M | Buy |
943,408
+180,797
| +24% | +$9.36M | 0.78% | 23 |
|
|
2024
Q1 | $39.4M | Buy |
+762,611
| New | +$39.4M | 0.68% | 28 |
|