MWM
JSI icon

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
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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return