Brookstone Capital Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Brookstone Capital Management’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 Q4	–	Sell	-278,166	Closed	-$12.7M	–	1206
2025 Q3	$12.7M	Sell	278,166 -27,195	-9%	-$1.23M	0.15%	164
2025 Q2	$13.8M	Sell	305,361 -6,466	-2%	-$288K	0.18%	135
2025 Q1	$14.1M	Sell	311,827 -20,761	-6%	-$926K	0.2%	123
2024 Q4	$14.7M	Sell	332,588 -5,961	-2%	-$269K	0.21%	112
2024 Q3	$15.8M	Sell	338,549 -6,802	-2%	-$313K	0.23%	105
2024 Q2	$15.7M	Buy	+345,351	New	+$15.3M	0.26%	91

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

HTC

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

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

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

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

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

Brookstone Capital Management's JMBS Position: Q4 2025 in Review

Brookstone Capital Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 278,166 shares — an estimated $12.7M sold.

Brookstone Capital Management first reported a position in JMBS in Q2 2024 and held it in 6 quarters. The position peaked at $15.8M in Q3 2024. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Brookstone Capital Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Brookstone Capital Management sold 278,166 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $12.7M.
Brookstone Capital Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 6 quarters.
Brookstone Capital Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $15.8M in Q3 2024.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.