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Cornerstone Planning Group’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-21
Closed -$1.08K – 1620
2025
Q1 		$1.08K Buy
+21
New +$1.09K ﹤0.01% 1115

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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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 $666B AUM 30.12% 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
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 $38.8B AUM 21.88% 1-Year Est. Return

Cornerstone Planning Group's JSI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Janus Henderson Securitized Income ETF (JSI) in Q2 2025, closing a stake of 21 shares — an estimated $1.08K sold.

Cornerstone Planning Group first reported a position in JSI in Q1 2025 and held it in 1 quarter. The position peaked at $1.08K in Q1 2025. 106 funds tracked by Wall St. Rank hold JSI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Janus Henderson Securitized Income ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 Janus Henderson Securitized Income ETF shares in Q2 2025, an estimated $1.08K.
  • Cornerstone Planning Group first reported a position in Janus Henderson Securitized Income ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Janus Henderson Securitized Income ETF position peaked at $1.08K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.