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

Ancora 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	$5.72M	Sell	127,188 -11,494	-8%	-$520K	0.11%	187
2026 Q1	$6.27M	Sell	138,682 -3,841	-3%	-$176K	0.13%	164
2025 Q4	$6.51M	Buy	142,523 +27,663	+24%	+$1.27M	0.13%	158
2025 Q3	$5.25M	Buy	114,860 +17,825	+18%	+$804K	0.1%	177
2025 Q2	$4.37M	Buy	97,035 +2,251	+2%	+$100K	0.09%	190
2025 Q1	$4.28M	Buy	94,784 +1,125	+1%	+$50.2K	0.1%	185
2024 Q4	$4.14M	Buy	93,659 +42,766	+84%	+$1.93M	0.09%	191
2024 Q3	$2.37M	Buy	50,893 +50,343	+9,153%	+$2.31M	0.05%	251
2024 Q2	$24.6K	Hold	550	–	–	﹤0.01%	1121
2024 Q1	$24.8K	Hold	550	–	–	﹤0.01%	1148
2023 Q4	$25.3K	Buy	+550	New	+$24.1K	﹤0.01%	1120

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's JMBS Position: Q2 2026 in Review

Ancora Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 8.3% in Q2 2026, selling an estimated $520K and leaving 127,188 shares worth $5.72M. The position accounts for 0.11% of the portfolio, ranked #187.

Ancora Advisors first reported a position in JMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.51M in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Ancora Advisors held 127,188 shares of Janus Henderson Mortgage-Backed Securities ETF worth $5.72M as of Q2 2026.
Ancora Advisors sold 11,494 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $520K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.11% of Ancora Advisors's portfolio in Q2 2026, its #187 holding.
Ancora Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
Ancora Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $6.51M in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.