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

AlphaQ 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
2025 Q1	$902K	Buy	+19,959	New	+$890K	2.16%	15

Other funds holding JMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AlphaQ Advisors's JMBS Position: Q1 2025 in Review

AlphaQ Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2025: 19,959 shares worth $902K. The stake represents 2.16% of the portfolio and ranks #15 among its holdings.

224 funds tracked by Wall St. Rank hold JMBS as of Q1 2025.

AlphaQ Advisors held 19,959 shares of Janus Henderson Mortgage-Backed Securities ETF worth $902K as of Q1 2025.
Janus Henderson Mortgage-Backed Securities ETF was a new AlphaQ Advisors position in Q1 2025.
Janus Henderson Mortgage-Backed Securities ETF made up 2.16% of AlphaQ Advisors's portfolio in Q1 2025, its #15 holding.
224 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.