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Marshall Financial Group (Maryland)’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Marshall Financial Group (Maryland)’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 		$20.8M Buy
406,255
+12,077
+3% +$623K 3.03% 7
2026
Q1 		$20.3M Sell
394,178
-17,561
-4% -$916K 3.25% 6
2025
Q4 		$21.4M Buy
411,739
+20,057
+5% +$1.05M 4.16% 3
2025
Q3 		$20.5M Buy
+391,682
New +$20.6M 3.99% 2

Other funds holding JSI

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Marshall Financial Group (Maryland)'s JSI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Janus Henderson Securitized Income ETF (JSI) stake by 3.1% in Q2 2026, buying an estimated $623K and bringing the position to 406,255 shares worth $20.8M. The position accounts for 3.03% of the portfolio, ranked #7.

Marshall Financial Group (Maryland) first reported a position in JSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.4M in Q4 2025. 58 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

  • Marshall Financial Group (Maryland) held 406,255 shares of Janus Henderson Securitized Income ETF worth $20.8M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 12,077 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $623K.
  • Janus Henderson Securitized Income ETF made up 3.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #7 holding.
  • Marshall Financial Group (Maryland) first reported a position in Janus Henderson Securitized Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Marshall Financial Group (Maryland)'s Janus Henderson Securitized Income ETF position peaked at $21.4M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.