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 +2,545	+9%	+$113K	0.06%	287
2025 Q1	$1.22M	Buy	26,922 +12,468	+86%	+$556K	0.04%	441
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's JMBS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.6% in Q2 2026, selling an estimated $18.2K and leaving 24,616 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #292.

B. Riley Wealth Advisors first reported a position in JMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

B. Riley Wealth Advisors held 24,616 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.12M as of Q2 2026.
B. Riley Wealth Advisors sold 403 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $18.2K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #292 holding.
B. Riley Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.43M in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.