SWMG
JSI icon

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

Sanchez Wealth Management Group’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
2025
Q4 		– Sell
-21,987
Closed -$1.15M – 52
2025
Q3 		$1.15M Buy
+21,987
New +$1.15M 0.26% 27

Other funds holding JSI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Sanchez Wealth Management Group's JSI Position: Q4 2025 in Review

Sanchez Wealth Management Group sold out of Janus Henderson Securitized Income ETF (JSI) in Q4 2025, closing a stake of 21,987 shares — an estimated $1.15M sold.

Sanchez Wealth Management Group first reported a position in JSI in Q3 2025 and held it in 1 quarter. The position peaked at $1.15M in Q3 2025. 152 funds tracked by Wall St. Rank hold JSI as of Q4 2025.

  • Sanchez Wealth Management Group reported no remaining Janus Henderson Securitized Income ETF position as of Q4 2025 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 21,987 Janus Henderson Securitized Income ETF shares in Q4 2025, an estimated $1.15M.
  • Sanchez Wealth Management Group first reported a position in Janus Henderson Securitized Income ETF in Q3 2025 and held it in 1 quarter.
  • Sanchez Wealth Management Group's Janus Henderson Securitized Income ETF position peaked at $1.15M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q4 2025.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2025, filed 4 Feb 2026.