Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.22M Buy
49,144
+19,998
+69% +$916K 0.01% 1158
2025
Q4 		$1.33M Buy
29,146
+25,554
+711% +$1.17M ﹤0.01% 1345
2025
Q3 		$164K Buy
3,592
+3,145
+704% +$142K ﹤0.01% 2596
2025
Q2 		$20K Buy
447
+56
+14% +$2.49K ﹤0.01% 3909
2025
Q1 		$18K Buy
391
+357
+1,050% +$15.9K ﹤0.01% 3754
2024
Q4 		$2K Sell
34
-725
-96% -$32.7K ﹤0.01% 4553
2024
Q3 		$35K Buy
759
+704
+1,280% +$32.4K ﹤0.01% 2971
2024
Q2 		$2K Sell
55
-45
-45% -$2K ﹤0.01% 4223
2024
Q1 		$5K Sell
100
-559
-85% -$25.3K ﹤0.01% 3665
2023
Q4 		$30K Buy
659
+604
+1,098% +$26.5K ﹤0.01% 2513
2023
Q3 		$2K Hold
55
– – ﹤0.01% 3821
2023
Q2 		$3K Hold
55
– – ﹤0.01% 3649
2023
Q1 		$3K Sell
55
-5
-8% -$232 ﹤0.01% 3525
2022
Q4 		$3K Buy
60
+5
+9% +$226 ﹤0.01% 3424
2022
Q3 		$2K Hold
55
– – ﹤0.01% 3478
2022
Q2 		$3K Hold
55
– – ﹤0.01% 3205
2022
Q1 		$3K Hold
55
– – ﹤0.01% 3043
2021
Q4 		$3K Buy
+55
New +$2.91K ﹤0.01% 2990
2021
Q2 		$3K Hold
55
– – ﹤0.01% 2532
2021
Q1 		$3K Hold
55
– – ﹤0.01% 2532
2020
Q4 		$3K Hold
55
– – ﹤0.01% 2532
2020
Q3 		$3K Hold
55
– – ﹤0.01% 2532
2020
Q2 		$3K Hold
55
– – ﹤0.01% 2531
2020
Q1 		$3K Hold
55
– – ﹤0.01% 2530
2019
Q4 		$3K Hold
55
– – ﹤0.01% 2529
2019
Q3 		$3K Hold
55
– – ﹤0.01% 2529
2019
Q2 		$3K Hold
55
– – ﹤0.01% 2529
2019
Q1 		$3K Buy
+55
New +$2.79K ﹤0.01% 2529

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JMBS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 69% in Q1 2026, buying an estimated $916K and bringing the position to 49,144 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #1158.

Carson Wealth (CWM LLC) first reported a position in JMBS in Q1 2019 and has held it in 28 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,144 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.22M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,998 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $916K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1158 holding.
  • Carson Wealth (CWM LLC) first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2019 and has held it in 28 quarters since.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.