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 Q3	$4.37M	Buy	87,612 +6,879	+9%	+$350K	1.41%	27
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 $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

StoneCrest Wealth Management's JSI Position: Q3 2026 in Review

StoneCrest Wealth Management increased its Janus Henderson Securitized Income ETF (JSI) stake by 8.5% in Q3 2026, buying an estimated $350K and bringing the position to 87,612 shares worth $4.37M. The position accounts for 1.41% of the portfolio, ranked #27.

StoneCrest Wealth Management first reported a position in JSI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.05M in Q2 2025. 124 funds tracked by Wall St. Rank hold JSI as of Q3 2026.

StoneCrest Wealth Management held 87,612 shares of Janus Henderson Securitized Income ETF worth $4.37M as of Q3 2026.
StoneCrest Wealth Management bought 6,879 Janus Henderson Securitized Income ETF shares in Q3 2026, an estimated $350K.
Janus Henderson Securitized Income ETF made up 1.41% of StoneCrest Wealth Management's portfolio in Q3 2026, its #27 holding.
StoneCrest Wealth Management first reported a position in Janus Henderson Securitized Income ETF in Q1 2025 and has held it in 7 quarters since.
StoneCrest Wealth Management's Janus Henderson Securitized Income ETF position peaked at $5.05M in Q2 2025.
124 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q3 2026.

Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.