Mosaic Family Wealth Partners’s Janus Henderson Income ETF JIII Stock Holding History

Mosaic Family Wealth Partners’s Portfolio JIII Stock Details JIII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Buy	+5,993	New	+$299K	0.02%	354

Other funds holding JIII

Southern Financial Group Birmingham, Alabama $392M AUM

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Mosaic Family Wealth Partners's JIII Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Janus Henderson Income ETF (JIII) in Q2 2026: 5,993 shares worth $299K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

19 funds tracked by Wall St. Rank hold JIII as of Q2 2026.

Mosaic Family Wealth Partners held 5,993 shares of Janus Henderson Income ETF worth $299K as of Q2 2026.
Janus Henderson Income ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
Janus Henderson Income ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #354 holding.
19 funds tracked by Wall St. Rank held Janus Henderson Income ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.