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

Masso Torrence 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
2025 Q3	$3.35M	Buy	64,068 +2,655	+4%	+$139K	1.39%	20
2025 Q2	$3.23M	Buy	61,413 +5,559	+10%	+$289K	1.49%	19
2025 Q1	$2.92M	Buy	55,854 +7,247	+15%	+$378K	1.56%	19
2024 Q4	$2.52M	Buy	48,607 +4,877	+11%	+$254K	1.32%	19
2024 Q3	$2.32M	Buy	43,730 +1,435	+3%	+$75.2K	1.25%	20
2024 Q2	$2.19M	Buy	42,295 +9,262	+28%	+$476K	1.21%	19
2024 Q1	$1.71M	Buy	+33,033	New	+$1.7M	1.01%	26

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

GSAM

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

TIA

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Masso Torrence Wealth Management's JSI Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Janus Henderson Securitized Income ETF (JSI) stake by 4.3% in Q3 2025, buying an estimated $139K and bringing the position to 64,068 shares worth $3.35M. The position accounts for 1.39% of the portfolio, ranked #20.

Masso Torrence Wealth Management first reported a position in JSI in Q1 2024 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold JSI as of Q3 2025.

Masso Torrence Wealth Management held 64,068 shares of Janus Henderson Securitized Income ETF worth $3.35M as of Q3 2025.
Masso Torrence Wealth Management bought 2,655 Janus Henderson Securitized Income ETF shares in Q3 2025, an estimated $139K.
Janus Henderson Securitized Income ETF made up 1.39% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #20 holding.
Masso Torrence Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q1 2024 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.