SFG
JIII

Southern Financial Group’s Janus Henderson Income ETF JIII Stock Holding History

Southern Financial Group’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 		$70M Buy
1,405,479
+49,603
+4% +$2.47M 17.88% 1
2026
Q1 		$67.2M Buy
1,355,876
+28,319
+2% +$1.43M 18.78% 1
2025
Q4 		$67M Buy
+1,327,557
New +$67.6M 19.18% 1

Other funds holding JIII

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Southern Financial Group's JIII Position: Q2 2026 in Review

Southern Financial Group increased its Janus Henderson Income ETF (JIII) stake by 3.7% in Q2 2026, buying an estimated $2.47M and bringing the position to 1,405,479 shares worth $70M. The position accounts for 17.88% of the portfolio, ranked #1.

Southern Financial Group first reported a position in JIII in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold JIII as of Q2 2026.

  • Southern Financial Group held 1,405,479 shares of Janus Henderson Income ETF worth $70M as of Q2 2026.
  • Southern Financial Group bought 49,603 Janus Henderson Income ETF shares in Q2 2026, an estimated $2.47M.
  • Janus Henderson Income ETF made up 17.88% of Southern Financial Group's portfolio in Q2 2026, its #1 holding.
  • Southern Financial Group first reported a position in Janus Henderson Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Janus Henderson Income ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.