Atomi Financial Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Atomi Financial Group’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 Q4	–	Sell	-8,579	Closed	-$392K	–	1248
2025 Q3	$392K	Sell	8,579 -14,353	-63%	-$647K	0.01%	756
2025 Q2	$1.03M	Buy	22,932 +4,744	+26%	+$211K	0.04%	332
2025 Q1	$822K	Buy	+18,188	New	+$811K	0.04%	363

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

RBA

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

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

HTC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Atomi Financial Group's JMBS Position: Q4 2025 in Review

Atomi Financial Group sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 8,579 shares — an estimated $392K sold.

Atomi Financial Group first reported a position in JMBS in Q1 2025 and held it in 3 quarters. The position peaked at $1.03M in Q2 2025. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Atomi Financial Group reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Atomi Financial Group sold 8,579 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $392K.
Atomi Financial Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2025 and held it in 3 quarters.
Atomi Financial Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.03M in Q2 2025.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.