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WMS Partners’s Janus Henderson Securitized Income ETF JSI Stock Holding History

WMS Partners’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
Q1 		– Sell
-29,192
Closed -$1.51M – 150
2024
Q4 		$1.51M Buy
29,192
+7,353
+34% +$383K 0.08% 94
2024
Q3 		$1.16M Buy
+21,839
New +$1.14M 0.06% 111

Other funds holding JSI

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

WMS Partners's JSI Position: Q1 2025 in Review

WMS Partners sold out of Janus Henderson Securitized Income ETF (JSI) in Q1 2025, closing a stake of 29,192 shares — an estimated $1.51M sold.

WMS Partners first reported a position in JSI in Q3 2024 and held it in 2 quarters. The position peaked at $1.51M in Q4 2024. 92 funds tracked by Wall St. Rank hold JSI as of Q1 2025.

  • WMS Partners reported no remaining Janus Henderson Securitized Income ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 29,192 Janus Henderson Securitized Income ETF shares in Q1 2025, an estimated $1.51M.
  • WMS Partners first reported a position in Janus Henderson Securitized Income ETF in Q3 2024 and held it in 2 quarters.
  • WMS Partners's Janus Henderson Securitized Income ETF position peaked at $1.51M in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Janus Henderson Securitized Income ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.