Advisory Resource Group JSI — JANUS DETROIT STR TR

Ownership history in Advisory Resource Group  ·  9 quarters on record

AI Ownership Summary

Advisory Resource Group reported JANUS DETROIT STR TR (JSI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.46% in 2025 Q4. The latest visible filing shows JSI at 4.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Resource Group's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JSI was reported at 4.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.46% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JSI stock page Advisory Resource Group fund profile Advisory Resource Group full holdings
How Advisory Resource Group held JSI — position size vs. price
% of Fund (quarterly)    JSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 487,299 +104,676 +27.4% 4.46% $25.4M 2026-02-14 (Est.) $51.78
2025 Q3 ADDED — — — 382,623 +118,735 +45.0% 3.59% $20.0M 2025-10-22 $50.46
2025 Q2 ADDED — — — 263,888 +10,065 +4.0% 2.67% $13.9M 2025-08-08 $50.08
2025 Q1 ADDED — — — 253,823 +18,924 +8.1% 2.71% $13.3M 2025-04-21 $48.31
2024 Q4 ADDED — — — 234,899 +11,397 +5.1% 2.58% $12.2M 2025-01-28 $48.21
2024 Q3 ADDED — — — 223,502 +2,472 +1.1% 2.53% $11.8M 2024-11-20 $47.35
2024 Q2 ADDED — — — 221,030 +11,367 +5.4% 2.58% $11.4M 2024-07-24 $46.44
2024 Q1 ADDED — — — 209,663 +50,775 +32.0% 2.48% $10.8M 2024-05-17 $45.55
2023 Q4 INITIATED — — — 158,888 — — 2.03% $8.2M 2024-01-11 $44.76

🏢 Other funds also holding JSI

As of 2026 Q1 — sorted by position size

Englebert Financial Advisers, LLC 9.19% Guardian Financial Partners, LLC 3Y 8.77% EPIQ PARTNERS, LLC 3Y 5.65% WINEBRENNER CAPITAL MANAGEMENT LLC 4.75% Quaker Wealth Management, LLC 3Y 4.5% TRAPHAGEN INVESTMENT ADVISORS LLC 4.22% Miller Global Investments, LLC 3.7% NOTTINGHAM ADVISORS, INC. 3Y 7Y 3.29% Financial Enhancement Group LLC 3Y 7Y 3.25% Marshall Financial Group, LLC 3Y 3.25%

FAQ About Advisory Resource Group and JSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Resource Group reported owning JSI?

Advisory Resource Group reported JSI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JSI position in Advisory Resource Group's portfolio?

The largest reported portfolio weight for JSI was 4.46% in 2025 Q4.

What is the latest reported JSI position on this page?

The most recent filing on this page is 2025 Q4, when Advisory Resource Group reported 487,299 shares, equal to 4.46% of portfolio, with an estimated market value of $25.4M.

What does the chart on this JSI ownership page compare?

The chart compares Advisory Resource Group's quarterly JSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisory Resource Group time their JSI position?

Based on 13F filing dates vs. subsequent JSI price moves, Advisory Resource Group correctly timed 8 out of 8 reported position changes (100%). The annualised alpha on JSI relative to SPY over the holding period was -10.7%.

← Back to Advisory Resource Group Holdings