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Global Wealth Strategies & Associates’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Global Wealth Strategies & Associates’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
-793
Closed -$41.5K – 427
2025
Q1 		$41.5K Buy
+793
New +$41.3K 0.01% 136

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 $29.3B AUM 38.15% 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 $44.6B AUM 28.94% 1-Year Est. Return

Global Wealth Strategies & Associates's JSI Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Janus Henderson Securitized Income ETF (JSI) in Q2 2025, closing a stake of 793 shares — an estimated $41.5K sold.

Global Wealth Strategies & Associates first reported a position in JSI in Q1 2025 and held it in 1 quarter. The position peaked at $41.5K in Q1 2025. 106 funds tracked by Wall St. Rank hold JSI as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Janus Henderson Securitized Income ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 793 Janus Henderson Securitized Income ETF shares in Q2 2025, an estimated $41.5K.
  • Global Wealth Strategies & Associates first reported a position in Janus Henderson Securitized Income ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Janus Henderson Securitized Income ETF position peaked at $41.5K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.