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Traphagen Investment Advisors’s Janus Henderson Securitized Income ETF JSI Stock Holding History

Traphagen Investment Advisors’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 		$60.6M Buy
1,214,201
+133,422
+12% +$6.8M 4.15% 5
2026
Q2 		$55.3M Buy
1,080,779
+69,530
+7% +$3.59M 3.95% 5
2026
Q1 		$52.1M Buy
1,011,249
+127,031
+14% +$6.63M 4.22% 4
2025
Q4 		$46M Buy
884,218
+64,713
+8% +$3.38M 3.79% 6
2025
Q3 		$42.8M Buy
819,505
+382,329
+87% +$20.1M 3.69% 6
2025
Q2 		$23M Buy
+437,176
New +$22.7M 2.18% 11

Other funds holding JSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Traphagen Investment Advisors's JSI Position: Q3 2026 in Review

Traphagen Investment Advisors increased its Janus Henderson Securitized Income ETF (JSI) stake by 12% in Q3 2026, buying an estimated $6.8M and bringing the position to 1,214,201 shares worth $60.6M. The position accounts for 4.15% of the portfolio, ranked #5.

Traphagen Investment Advisors first reported a position in JSI in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold JSI as of Q3 2026.

  • Traphagen Investment Advisors held 1,214,201 shares of Janus Henderson Securitized Income ETF worth $60.6M as of Q3 2026.
  • Traphagen Investment Advisors bought 133,422 Janus Henderson Securitized Income ETF shares in Q3 2026, an estimated $6.8M.
  • Janus Henderson Securitized Income ETF made up 4.15% of Traphagen Investment Advisors's portfolio in Q3 2026, its #5 holding.
  • Traphagen Investment Advisors first reported a position in Janus Henderson Securitized Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.