Able Wealth Management
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Able Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Able Wealth Management’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
Q3 		$509K Sell
12,059
-21,693
-64% -$958K 0.11% 84
2026
Q2 		$1.52M Buy
33,752
+7,193
+27% +$325K 0.35% 52
2026
Q1 		$1.2M Buy
26,559
+19,836
+295% +$908K 0.32% 52
2025
Q4 		$307K Buy
+6,723
New +$308K 0.1% 90
2024
Q2 		– Sell
-5,690
Closed -$257K – 88
2024
Q1 		$257K Sell
5,690
-556
-9% -$25.1K 0.22% 69
2023
Q4 		$287K Buy
+6,246
New +$274K 0.26% 57

Other funds holding JMBS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Cypress Financial Planning
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Able Wealth Management's JMBS Position: Q3 2026 in Review

Able Wealth Management reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 64% in Q3 2026, selling an estimated $958K and leaving 12,059 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #84.

Able Wealth Management first reported a position in JMBS in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.52M in Q2 2026. 79 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Able Wealth Management held 12,059 shares of Janus Henderson Mortgage-Backed Securities ETF worth $509K as of Q3 2026.
  • Able Wealth Management sold 21,693 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $958K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.11% of Able Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Able Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and has held it in 6 quarters since.
  • Able Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.52M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.