Bulltick Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Bulltick Wealth 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
2026 Q1	–	Sell	-9,744	Closed	-$445K	–	149
2025 Q4	$445K	Buy	9,744 +203	+2%	+$9.29K	0.09%	86
2025 Q3	$436K	Hold	9,541	–	–	0.1%	80
2025 Q2	$430K	Hold	9,541	–	–	0.11%	92
2025 Q1	$431K	Buy	9,541 +2,399	+34%	+$107K	0.11%	97
2024 Q4	$316K	Hold	7,142	–	–	0.07%	107
2024 Q3	$333K	Hold	7,142	–	–	0.08%	94
2024 Q2	$319K	Hold	7,142	–	–	0.08%	77
2024 Q1	$322K	Sell	7,142 -1,033	-13%	-$46.7K	0.06%	91
2023 Q4	$376K	Buy	+8,175	New	+$358K	0.09%	89

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bulltick Wealth Management's JMBS Position: Q1 2026 in Review

Bulltick Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026, closing a stake of 9,744 shares — an estimated $445K sold.

Bulltick Wealth Management first reported a position in JMBS in Q4 2023 and held it in 9 quarters. The position peaked at $445K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Bulltick Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
Bulltick Wealth Management sold 9,744 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $445K.
Bulltick Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and held it in 9 quarters.
Bulltick Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $445K in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Bulltick Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.