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

Modern 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
2026
Q2 		$19.5M Buy
379,913
+375,847
+9,244% +$19.4M 0.23% 113
2026
Q1 		$210K Sell
4,066
-250
-6% -$13K ﹤0.01% 832
2025
Q4 		$225K Hold
4,316
– – ﹤0.01% 779
2025
Q3 		$226K Hold
4,316
– – ﹤0.01% 737
2025
Q2 		$227K Hold
4,316
– – 0.01% 703
2025
Q1 		$226K Buy
4,316
+11
+0.3% +$573 0.01% 614
2024
Q4 		$223K Buy
4,305
+61
+1% +$3.18K 0.01% 531
2024
Q3 		$225K Buy
4,244
+54
+1% +$2.83K 0.01% 393
2024
Q2 		$217K Buy
+4,190
New +$216K 0.02% 370

Other funds holding JSI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Modern Wealth Management's JSI Position: Q2 2026 in Review

Modern Wealth Management increased its Janus Henderson Securitized Income ETF (JSI) stake by 9,244% in Q2 2026, buying an estimated $19.4M and bringing the position to 379,913 shares worth $19.5M. The position accounts for 0.23% of the portfolio, ranked #113.

Modern Wealth Management first reported a position in JSI in Q2 2024 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

  • Modern Wealth Management held 379,913 shares of Janus Henderson Securitized Income ETF worth $19.5M as of Q2 2026.
  • Modern Wealth Management bought 375,847 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $19.4M.
  • Janus Henderson Securitized Income ETF made up 0.23% of Modern Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Modern Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.