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

Atria Wealth Solutions’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 Q2	$385K	Sell	8,550 -34,760	-80%	-$1.55M	0.01%	1042
2025 Q1	$1.96M	Buy	43,310 +6,705	+18%	+$299K	0.02%	642
2024 Q4	$1.62M	Buy	36,605 +1,271	+4%	+$57.3K	0.02%	717
2024 Q3	$1.65M	Buy	35,334 +2,327	+7%	+$107K	0.02%	710
2024 Q2	$1.47M	Buy	33,007 +1,683	+5%	+$74.6K	0.02%	738
2024 Q1	$1.41M	Buy	31,324 +1,409	+5%	+$63.6K	0.02%	759
2023 Q4	$1.37M	Buy	29,915 +11,323	+61%	+$496K	0.02%	745
2023 Q3	$807K	Sell	18,592 -559	-3%	-$25K	0.01%	914
2023 Q2	$876K	Buy	19,151 +2,776	+17%	+$128K	0.01%	895
2023 Q1	$765K	Buy	16,375 +1,144	+8%	+$53K	0.01%	920
2022 Q4	$692K	Buy	15,231 +4,256	+39%	+$192K	0.01%	931
2022 Q3	$494K	Buy	10,975 +6,551	+148%	+$313K	0.01%	1023
2022 Q2	$212K	Buy	+4,424	New	+$214K	﹤0.01%	1425

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

HTC

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

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

Atria Wealth Solutions's JMBS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 80% in Q2 2025, selling an estimated $1.55M and leaving 8,550 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1042.

Atria Wealth Solutions first reported a position in JMBS in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.96M in Q1 2025. 218 funds tracked by Wall St. Rank hold JMBS as of Q2 2025.

Atria Wealth Solutions held 8,550 shares of Janus Henderson Mortgage-Backed Securities ETF worth $385K as of Q2 2025.
Atria Wealth Solutions sold 34,760 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $1.55M.
Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1042 holding.
Atria Wealth Solutions first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.96M in Q1 2025.
218 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.