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Coppell Advisory Solutions’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-254
Closed -$13.2K – 1145
2024
Q4 		$13.2K Buy
+254
New +$13.2K ﹤0.01% 1016
2024
Q3 		– Sell
-32
Closed -$1.66K – 1919
2024
Q2 		$1.66K Buy
+32
New +$1.65K ﹤0.01% 1412

Other funds holding JSI

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $25.9B AUM 26.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Coppell Advisory Solutions's JSI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Janus Henderson Securitized Income ETF (JSI) in Q1 2025, closing a stake of 254 shares — an estimated $13.2K sold.

Coppell Advisory Solutions first reported a position in JSI in Q2 2024 and held it in 2 quarters. The position peaked at $13.2K in Q4 2024. 92 funds tracked by Wall St. Rank hold JSI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Janus Henderson Securitized Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 254 Janus Henderson Securitized Income ETF shares in Q1 2025, an estimated $13.2K.
  • Coppell Advisory Solutions first reported a position in Janus Henderson Securitized Income ETF in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Janus Henderson Securitized Income ETF position peaked at $13.2K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.