Gradient Investments’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Gradient Investments’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 Q3	–	Sell	-4,376	Closed	-$230K	–	386
2025 Q2	$230K	Sell	4,376 -7,773	-64%	-$404K	﹤0.01%	342
2025 Q1	$636K	Sell	12,149 -1,602,772	-99%	-$83.5M	0.01%	219
2024 Q4	$83.7M	Buy	1,614,921 +472,628	+41%	+$24.6M	1.69%	13
2024 Q3	$60.5M	Buy	1,142,293 +75,521	+7%	+$3.95M	1.26%	20
2024 Q2	$55.2M	Buy	+1,066,772	New	+$54.9M	1.24%	20

Other funds holding JSI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gradient Investments's JSI Position: Q3 2025 in Review

Gradient Investments sold out of Janus Henderson Securitized Income ETF (JSI) in Q3 2025, closing a stake of 4,376 shares — an estimated $230K sold.

Gradient Investments first reported a position in JSI in Q2 2024 and held it in 5 quarters. The position peaked at $83.7M in Q4 2024. 134 funds tracked by Wall St. Rank hold JSI as of Q3 2025.

Gradient Investments reported no remaining Janus Henderson Securitized Income ETF position as of Q3 2025 after selling out during the quarter.
Gradient Investments sold 4,376 Janus Henderson Securitized Income ETF shares in Q3 2025, an estimated $230K.
Gradient Investments first reported a position in Janus Henderson Securitized Income ETF in Q2 2024 and held it in 5 quarters.
Gradient Investments's Janus Henderson Securitized Income ETF position peaked at $83.7M in Q4 2024.
134 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q3 2025.

Based on Gradient Investments's 13F filing for Q3 2025, filed 6 Oct 2025.