JSI β€” JANUS DETROIT STR TR

Ownership history in StoneCrest Wealth Management, Inc.  Β·  5 quarters on record

AI Ownership Summary

StoneCrest Wealth Management, Inc. reported JANUS DETROIT STR TR (JSI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.4% in 2025 Q2. The latest visible filing shows JSI at 1.79% 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 StoneCrest Wealth Management, Inc.'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
2026 Q1

JSI was reported at 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

How StoneCrest Wealth Management, Inc. held JSI β€” position size vs. price
% of Fund (quarterly)    JSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 82,179 +88 +0.1% 1.79% $4.2M 2026-04-08 $51.71
2025 Q4 ADDED 82,091 +6,280 +8.3% 1.72% $4.3M 2026-01-16 $51.51
2025 Q3 REDUCED 75,811 -20,074 -20.9% 1.74% $4.0M 2025-10-23 $50.63
2025 Q2 ADDED 95,885 +36,399 +61.2% 2.40% $5.0M 2025-07-15 $49.82
2025 Q1 INITIATED 59,486 β€” β€” 1.98% $3.1M 2025-04-11 $48.05

FAQ About StoneCrest Wealth Management, Inc. and JSI

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

How long has StoneCrest Wealth Management, Inc. reported owning JSI?

StoneCrest Wealth Management, Inc. reported JSI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JSI position in StoneCrest Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for JSI was 2.40% in 2025 Q2.

What is the latest reported JSI position on this page?

The most recent filing on this page is 2026 Q1, when StoneCrest Wealth Management, Inc. reported 82,179 shares, equal to 1.79% of portfolio, with an estimated market value of $4.2M.

What does the chart on this JSI ownership page compare?

The chart compares StoneCrest Wealth Management, Inc.'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.

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