LJAC
JSI icon

L.J. Altfest & Co’s Janus Henderson Securitized Income ETF JSI Stock Holding History

L.J. Altfest & Co’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
-9,361
Closed -$490K – 356
2025
Q1 		$490K Sell
9,361
-184,394
-95% -$9.61M 0.06% 221
2024
Q4 		$10M Buy
+193,755
New +$10.1M 1.28% 21

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

L.J. Altfest & Co's JSI Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Janus Henderson Securitized Income ETF (JSI) in Q2 2025, closing a stake of 9,361 shares — an estimated $490K sold.

L.J. Altfest & Co first reported a position in JSI in Q4 2024 and held it in 2 quarters. The position peaked at $10M in Q4 2024. 106 funds tracked by Wall St. Rank hold JSI as of Q2 2025.

  • L.J. Altfest & Co reported no remaining Janus Henderson Securitized Income ETF position as of Q2 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 9,361 Janus Henderson Securitized Income ETF shares in Q2 2025, an estimated $490K.
  • L.J. Altfest & Co first reported a position in Janus Henderson Securitized Income ETF in Q4 2024 and held it in 2 quarters.
  • L.J. Altfest & Co's Janus Henderson Securitized Income ETF position peaked at $10M in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.