CPC
JSI icon

Consolidated Planning Corp’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Consolidated Planning Corp’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 		– Sell
-96,135
Closed -$5M – 175
2025
Q4 		$5M Sell
96,135
-177
-0.2% -$9.23K 0.51% 65
2025
Q3 		$5.03M Buy
+96,312
New +$5.05M 0.53% 60

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 $377B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $59.8B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Consolidated Planning Corp's JSI Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Janus Henderson Securitized Income ETF (JSI) in Q1 2026, closing a stake of 96,135 shares — an estimated $5M sold.

Consolidated Planning Corp first reported a position in JSI in Q3 2025 and held it in 2 quarters. The position peaked at $5.03M in Q3 2025. 154 funds tracked by Wall St. Rank hold JSI as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Janus Henderson Securitized Income ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 96,135 Janus Henderson Securitized Income ETF shares in Q1 2026, an estimated $5M.
  • Consolidated Planning Corp first reported a position in Janus Henderson Securitized Income ETF in Q3 2025 and held it in 2 quarters.
  • Consolidated Planning Corp's Janus Henderson Securitized Income ETF position peaked at $5.03M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.