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Atwood & Palmer’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Atwood & Palmer’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 		$1.01M Hold
22,550
– – 0.05% 92
2026
Q1 		$1.02M Sell
22,550
-75
-0.3% -$3.44K 0.06% 89
2025
Q4 		$1.03M Hold
22,625
– – 0.06% 87
2025
Q3 		$1.03M Hold
22,625
– – 0.06% 85
2025
Q2 		$1.02M Sell
22,625
-1,405
-6% -$62.5K 0.06% 84
2025
Q1 		$1.09M Sell
24,030
-1,140
-5% -$50.9K 0.08% 81
2024
Q4 		$1.11M Buy
25,170
+21,800
+647% +$983K 0.08% 82
2024
Q3 		$157K Sell
3,370
-4,953
-60% -$228K 0.01% 158
2024
Q2 		$372K Sell
8,323
-4,095
-33% -$182K 0.03% 116
2024
Q1 		$560K Sell
12,418
-1,135
-8% -$51.3K 0.04% 100
2023
Q4 		$623K Sell
13,553
-2,096
-13% -$91.8K 0.05% 99
2023
Q3 		$679K Sell
15,649
-151,405
-91% -$6.78M 0.06% 93
2023
Q2 		$7.64M Buy
167,054
+3,205
+2% +$148K 0.68% 49
2023
Q1 		$7.65M Buy
163,849
+1,868
+1% +$86.5K 0.72% 49
2022
Q4 		$7.36M Sell
161,981
-14,897
-8% -$673K 0.67% 53
2022
Q3 		$7.96M Sell
176,878
-211,626
-54% -$10.1M 0.79% 48
2022
Q2 		$18.6M Sell
388,504
-4,309
-1% -$208K 1.81% 26
2022
Q1 		$19.6M Sell
392,813
-5,218
-1% -$268K 1.69% 24
2021
Q4 		$21M Buy
398,031
+12,127
+3% +$641K 1.76% 25
2021
Q3 		$20.5M Buy
385,904
+4,405
+1% +$234K 1.83% 22
2021
Q2 		$20.3M Sell
381,499
-11,201
-3% -$596K 1.82% 22
2021
Q1 		$20.8M Buy
392,700
+17,947
+5% +$958K 2.01% 19
2020
Q4 		$20M Buy
374,753
+14,586
+4% +$781K 2.15% 18
2020
Q3 		$19.3M Buy
360,167
+3,503
+1% +$188K 2.43% 15
2020
Q2 		$19.1M Buy
356,664
+9,354
+3% +$498K 2.59% 13
2020
Q1 		$18.1M Buy
347,310
+781
+0.2% +$40.9K 2.84% 9
2019
Q4 		$18M Buy
346,529
+7,079
+2% +$370K 2.32% 19
2019
Q3 		$17.8M Buy
339,450
+304,280
+865% +$15.9M 2.4% 16
2019
Q2 		$1.83M Buy
+35,170
New +$1.81M 0.25% 56

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Atwood & Palmer's JMBS Position: Q2 2026 in Review

Atwood & Palmer held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q2 2026 at 22,550 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #92.

Atwood & Palmer first reported a position in JMBS in Q2 2019 and has held it in 29 quarters since. The position peaked at $21M in Q4 2021. 74 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Atwood & Palmer held 22,550 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.01M as of Q2 2026.
  • Atwood & Palmer left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.05% of Atwood & Palmer's portfolio in Q2 2026, its #92 holding.
  • Atwood & Palmer first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2019 and has held it in 29 quarters since.
  • Atwood & Palmer's Janus Henderson Mortgage-Backed Securities ETF position peaked at $21M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.