PIWA
JIII

Prevail Innovative Wealth Advisors’s Janus Henderson Income ETF JIII Stock Holding History

Prevail Innovative Wealth Advisors’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 		$9.45M Sell
189,626
-1,942
-1% -$96.9K 1.41% 16
2026
Q1 		$9.5M Buy
191,568
+122,471
+177% +$6.17M 1.6% 9
2025
Q4 		$3.49M Buy
+69,097
New +$3.52M 0.62% 62

Other funds holding JIII

SFG
Southern Financial Group Birmingham, Alabama $392M AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
CRI
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
QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
HCWM
Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Prevail Innovative Wealth Advisors's JIII Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Janus Henderson Income ETF (JIII) stake by 1% in Q2 2026, selling an estimated $96.9K and leaving 189,626 shares worth $9.45M. The position accounts for 1.41% of the portfolio, ranked #16.

Prevail Innovative Wealth Advisors first reported a position in JIII in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.5M in Q1 2026. 13 funds tracked by Wall St. Rank hold JIII as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 189,626 shares of Janus Henderson Income ETF worth $9.45M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 1,942 Janus Henderson Income ETF shares in Q2 2026, an estimated $96.9K.
  • Janus Henderson Income ETF made up 1.41% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Janus Henderson Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Prevail Innovative Wealth Advisors's Janus Henderson Income ETF position peaked at $9.5M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Janus Henderson Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.