Merkkuri Wealth Advisors’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Merkkuri Wealth Advisors’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	$337K	Sell	6,590 -69,037	-91%	-$3.56M	0.21%	68
2026 Q1	$3.9M	Sell	75,627 -1,985	-3%	-$104K	2.58%	11
2025 Q4	$4.04M	Buy	77,612 +25,722	+50%	+$1.34M	2.75%	11
2025 Q3	$2.71M	Buy	51,890 +4,870	+10%	+$256K	1.97%	13
2025 Q2	$2.47M	Buy	47,020 +2,403	+5%	+$125K	1.88%	14
2025 Q1	$2.34M	Buy	+44,617	New	+$2.32M	2%	13

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

Merkkuri Wealth Advisors's JSI Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Janus Henderson Securitized Income ETF (JSI) stake by 91% in Q2 2026, selling an estimated $3.56M and leaving 6,590 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #68.

Merkkuri Wealth Advisors first reported a position in JSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.04M in Q4 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

Merkkuri Wealth Advisors held 6,590 shares of Janus Henderson Securitized Income ETF worth $337K as of Q2 2026.
Merkkuri Wealth Advisors sold 69,037 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $3.56M.
Janus Henderson Securitized Income ETF made up 0.21% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Merkkuri Wealth Advisors first reported a position in Janus Henderson Securitized Income ETF in Q1 2025 and has held it in 6 quarters since.
Merkkuri Wealth Advisors's Janus Henderson Securitized Income ETF position peaked at $4.04M in Q4 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.