Avantax Advisory Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
6,354
-1,100
-15% -$49K ﹤0.01% 1948
2025
Q1
$337K Buy
7,454
+49
+0.7% +$2.19K ﹤0.01% 1755
2024
Q4
$327K Buy
7,405
+473
+7% +$21.3K ﹤0.01% 1727
2024
Q3
$323K Sell
6,932
-512
-7% -$23.5K ﹤0.01% 1696
2024
Q2
$332K Sell
7,444
-1,099
-13% -$48.7K ﹤0.01% 1624
2024
Q1
$385K Buy
8,543
+67
+0.8% +$3.03K ﹤0.01% 1168
2023
Q4
$389K Sell
8,476
-882
-9% -$38.6K ﹤0.01% 1103
2023
Q3
$406K Sell
9,358
-1,322
-12% -$59.2K ﹤0.01% 1037
2023
Q2
$489K Buy
+10,680
New +$493K 0.01% 950

Other funds holding JMBS

Avantax Advisory Services's JMBS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 15% in Q2 2025, selling an estimated $49K and leaving 6,354 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Avantax Advisory Services first reported a position in JMBS in Q2 2023 and has held it in 9 quarters since. The position peaked at $489K in Q2 2023. 218 funds tracked by Wall St. Rank hold JMBS as of Q2 2025.

  • Avantax Advisory Services held 6,354 shares of Janus Henderson Mortgage-Backed Securities ETF worth $286K as of Q2 2025.
  • Avantax Advisory Services sold 1,100 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $49K.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1948 holding.
  • Avantax Advisory Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $489K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.