Magnus Financial Group’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Magnus Financial Group’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 Q1	–	Sell	-38,365	Closed	-$2M	–	406
2025 Q4	$2M	Sell	38,365 -36,179	-49%	-$1.89M	0.15%	115
2025 Q3	$3.9M	Buy	74,544 +14,278	+24%	+$749K	0.31%	69
2025 Q2	$3.17M	Buy	60,266 +6,402	+12%	+$333K	0.28%	75
2025 Q1	$2.82M	Sell	53,864 -1,747	-3%	-$91K	0.27%	78
2024 Q4	$2.88M	Buy	55,611 +19,461	+54%	+$1.01M	0.28%	74
2024 Q3	$1.92M	Buy	36,150 +16,493	+84%	+$864K	0.19%	92
2024 Q2	$1.02M	Buy	+19,657	New	+$1.01M	0.11%	136

Other funds holding JSI

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Focus Partners Wealth

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

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

Raymond James Financial

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

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