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Atria Investments’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Atria Investments’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 		$1.54M Sell
34,213
-752
-2% -$34K 0.02% 885
2026
Q1 		$1.58M Sell
34,965
-39,028
-53% -$1.79M 0.02% 815
2025
Q4 		$3.38M Sell
73,993
-3,901
-5% -$179K 0.04% 516
2025
Q3 		$3.56M Sell
77,894
-9,470
-11% -$427K 0.04% 503
2025
Q2 		$3.94M Buy
87,364
+11,392
+15% +$507K 0.05% 462
2025
Q1 		$3.43M Buy
75,972
+2,135
+3% +$95.2K 0.04% 492
2024
Q4 		$3.26M Sell
73,837
-6,497
-8% -$293K 0.04% 499
2024
Q3 		$3.75M Buy
80,334
+1,822
+2% +$83.7K 0.05% 445
2024
Q2 		$3.51M Buy
78,512
+9,248
+13% +$410K 0.05% 446
2024
Q1 		$3.12M Sell
69,264
-959
-1% -$43.3K 0.04% 496
2023
Q4 		$3.23M Buy
70,223
+46,149
+192% +$2.02M 0.05% 424
2023
Q3 		$1.04M Buy
+24,074
New +$1.08M 0.02% 827
2023
Q2 		– Sell
-23,160
Closed -$1.08M – 859
2023
Q1 		$1.08M Buy
+23,160
New +$1.07M 0.02% 776
2022
Q3 		– Sell
-35,909
Closed -$1.72M – 773
2022
Q2 		$1.72M Sell
35,909
-23,853
-40% -$1.15M 0.04% 548
2022
Q1 		$2.98M Sell
59,762
-14,657
-20% -$752K 0.05% 430
2021
Q4 		$3.92M Buy
+74,419
New +$3.93M 0.07% 346

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's JMBS Position: Q2 2026 in Review

Atria Investments reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 2.2% in Q2 2026, selling an estimated $34K and leaving 34,213 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #885.

Atria Investments first reported a position in JMBS in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.94M in Q2 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Atria Investments held 34,213 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.54M as of Q2 2026.
  • Atria Investments sold 752 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $34K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #885 holding.
  • Atria Investments first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2021 and has held it in 16 quarters since.
  • Atria Investments's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.94M in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.