HB Wealth Management’s Janus Henderson Securitized Income ETF JSI Stock Holding History

HB Wealth Management’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 Q2	–	Sell	-5,118	Closed	-$264K	–	1767
2026 Q1	$264K	Sell	5,118 -941	-16%	-$49.1K	﹤0.01%	1300
2025 Q4	$315K	Sell	6,059 -25,912	-81%	-$1.35M	﹤0.01%	1113
2025 Q3	$1.67M	Sell	31,971 -2,397	-7%	-$126K	0.01%	460
2025 Q2	$1.81M	Sell	34,368 -623	-2%	-$32.4K	0.01%	403
2025 Q1	$1.83M	Buy	+34,991	New	+$1.82M	0.02%	401

Other funds holding JSI

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HB Wealth Management's JSI Position: Q2 2026 in Review

HB Wealth Management sold out of Janus Henderson Securitized Income ETF (JSI) in Q2 2026, closing a stake of 5,118 shares — an estimated $264K sold.

HB Wealth Management first reported a position in JSI in Q1 2025 and held it in 5 quarters. The position peaked at $1.83M in Q1 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

HB Wealth Management reported no remaining Janus Henderson Securitized Income ETF position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 5,118 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $264K.
HB Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q1 2025 and held it in 5 quarters.
HB Wealth Management's Janus Henderson Securitized Income ETF position peaked at $1.83M in Q1 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.