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A4 Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

A4 Wealth Advisors’s Portfolio JMBS Stock Details JMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,344
Closed -$467K – 101
2026
Q1 		$467K Sell
10,344
-8,647
-46% -$396K 0.38% 50
2025
Q4 		$868K Sell
18,991
-11,093
-37% -$508K 0.75% 33
2025
Q3 		$1.37M Buy
+30,084
New +$1.36M 1.16% 25

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

A4 Wealth Advisors's JMBS Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 10,344 shares — an estimated $467K sold.

A4 Wealth Advisors first reported a position in JMBS in Q3 2025 and held it in 3 quarters. The position peaked at $1.37M in Q3 2025. 148 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 10,344 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $467K.
  • A4 Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.37M in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.