B. Riley Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

B. Riley Wealth Advisors’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	$1.12M	Sell	24,616 -403	-2%	-$18.2K	0.06%	292
2026 Q1	$1.13M	Sell	25,019 -6,223	-20%	-$285K	0.07%	263
2025 Q4	$1.43M	Buy	31,242 +297	+1%	+$13.6K	0.07%	266
2025 Q3	$1.41M	Buy	30,945 +1,478	+5%	+$66.6K	0.07%	274
2025 Q2	$1.33M	Buy	+29,467	New	+$1.31M	0.06%	287
2024 Q4	$639K	Buy	14,454 +1,170	+9%	+$52.8K	0.02%	608
2024 Q3	$619K	Buy	13,284 +96	+0.7%	+$4.41K	0.02%	670
2024 Q2	$589K	Buy	+13,188	New	+$585K	0.02%	741
2024 Q1	–	Sell	-7,647	Closed	-$351K	–	1491
2023 Q4	$351K	Buy	+7,647	New	+$335K	0.01%	982

Other funds holding JMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return