Kovitz Investment Group Partners’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-803,375	Closed	-$42M	–	919
2025 Q3	$42M	Buy	803,375 +5,653	+0.7%	+$297K	0.16%	121
2025 Q2	$42M	Sell	797,722 -1,310	-0.2%	-$68.1K	0.18%	111
2025 Q1	$41.8M	Buy	799,032 +164,285	+26%	+$8.56M	0.21%	101
2024 Q4	$32.9M	Buy	634,747 +201,100	+46%	+$10.5M	0.16%	122
2024 Q3	$22.8M	Buy	+433,647	New	+$22.7M	0.16%	118

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

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

TIA

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Kovitz Investment Group Partners's JSI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Janus Henderson Securitized Income ETF (JSI) in Q4 2025, closing a stake of 803,375 shares — an estimated $42M sold.

Kovitz Investment Group Partners first reported a position in JSI in Q3 2024 and held it in 5 quarters. The position peaked at $42M in Q3 2025. 152 funds tracked by Wall St. Rank hold JSI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Janus Henderson Securitized Income ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 803,375 Janus Henderson Securitized Income ETF shares in Q4 2025, an estimated $42M.
Kovitz Investment Group Partners first reported a position in Janus Henderson Securitized Income ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Janus Henderson Securitized Income ETF position peaked at $42M in Q3 2025.
152 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.