QFW
JIII

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

QTR Family Wealth’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 		$2.12M Buy
42,539
+3,156
+8% +$157K 0.74% 24
2026
Q1 		$1.98M Buy
39,383
+9,833
+33% +$495K 0.82% 28
2025
Q4 		$1.5M Buy
+29,550
New +$1.51M 0.66% 30

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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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
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
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

QTR Family Wealth's JIII Position: Q2 2026 in Review

QTR Family Wealth increased its Janus Henderson Income ETF (JIII) stake by 8% in Q2 2026, buying an estimated $157K and bringing the position to 42,539 shares worth $2.12M. The position accounts for 0.74% of the portfolio, ranked #24.

QTR Family Wealth first reported a position in JIII in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold JIII as of Q2 2026.

  • QTR Family Wealth held 42,539 shares of Janus Henderson Income ETF worth $2.12M as of Q2 2026.
  • QTR Family Wealth bought 3,156 Janus Henderson Income ETF shares in Q2 2026, an estimated $157K.
  • Janus Henderson Income ETF made up 0.74% of QTR Family Wealth's portfolio in Q2 2026, its #24 holding.
  • QTR Family Wealth first reported a position in Janus Henderson Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Janus Henderson Income ETF as of Q2 2026.

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