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

StoneCrest Wealth Management’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
2026 Q2	$4.13M	Sell	80,733 -1,446	-2%	-$74.6K	1.32%	31
2026 Q1	$4.24M	Buy	82,179 +88	+0.1%	+$4.59K	1.79%	23
2025 Q4	$4.27M	Buy	82,091 +6,280	+8%	+$328K	1.72%	24
2025 Q3	$3.96M	Sell	75,811 -20,074	-21%	-$1.05M	1.74%	24
2025 Q2	$5.05M	Buy	95,885 +36,399	+61%	+$1.89M	2.4%	14
2025 Q1	$3.11M	Buy	+59,486	New	+$3.1M	1.98%	20

Other funds holding JSI

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

StoneCrest Wealth Management's JSI Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Janus Henderson Securitized Income ETF (JSI) stake by 1.8% in Q2 2026, selling an estimated $74.6K and leaving 80,733 shares worth $4.13M. The position accounts for 1.32% of the portfolio, ranked #31.

StoneCrest Wealth Management first reported a position in JSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.05M in Q2 2025. 160 funds tracked by Wall St. Rank hold JSI as of Q2 2026.

StoneCrest Wealth Management held 80,733 shares of Janus Henderson Securitized Income ETF worth $4.13M as of Q2 2026.
StoneCrest Wealth Management sold 1,446 Janus Henderson Securitized Income ETF shares in Q2 2026, an estimated $74.6K.
Janus Henderson Securitized Income ETF made up 1.32% of StoneCrest Wealth Management's portfolio in Q2 2026, its #31 holding.
StoneCrest Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q1 2025 and has held it in 6 quarters since.
StoneCrest Wealth Management's Janus Henderson Securitized Income ETF position peaked at $5.05M in Q2 2025.
160 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.