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

Merit 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 Q2	$424K	Sell	8,284 -2,463	-23%	-$127K	﹤0.01%	1595
2026 Q1	$554K	Sell	10,747 -1,058	-9%	-$55.2K	﹤0.01%	1319
2025 Q4	$615K	Sell	11,805 -165	-1%	-$8.61K	﹤0.01%	1178
2025 Q3	$626K	Buy	11,970 +1,186	+11%	+$62.2K	0.01%	1057
2025 Q2	$567K	Buy	+10,784	New	+$561K	0.01%	1040

Other funds holding JSI

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Merit Financial Group's JSI Position: Q2 2026 in Review

Merit Financial Group reduced its Janus Henderson Securitized Income ETF (JSI) stake by 23% in Q2 2026, selling an estimated $127K and leaving 8,284 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Merit Financial Group first reported a position in JSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $626K in Q3 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

Merit Financial Group held 8,284 shares of Janus Henderson Securitized Income ETF worth $424K as of Q2 2026.
Merit Financial Group sold 2,463 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $127K.
Janus Henderson Securitized Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1595 holding.
Merit Financial Group first reported a position in Janus Henderson Securitized Income ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's Janus Henderson Securitized Income ETF position peaked at $626K in Q3 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.