Cetera Investment Advisers
JMBS icon

Cetera Investment Advisers’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Cetera Investment Advisers’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 		$26.3M Sell
583,130
-160,279
-22% -$7.34M 0.03% 581
2025
Q4 		$34M Buy
743,409
+30,312
+4% +$1.39M 0.04% 455
2025
Q3 		$32.6M Buy
713,097
+144,455
+25% +$6.51M 0.04% 464
2025
Q2 		$25.6M Buy
568,642
+162,973
+40% +$7.25M 0.04% 433
2025
Q1 		$18.3M Buy
405,669
+37,141
+10% +$1.66M 0.04% 499
2024
Q4 		$16.3M Buy
368,528
+28,257
+8% +$1.27M 0.03% 497
2024
Q3 		$15.9M Buy
340,271
+3,964
+1% +$182K 0.03% 495
2024
Q2 		$15M Buy
336,307
+5,498
+2% +$244K 0.03% 494
2024
Q1 		$14.9M Buy
330,809
+127,978
+63% +$5.78M 0.04% 500
2023
Q4 		$9.32M Buy
202,831
+116,768
+136% +$5.11M 0.08% 247
2023
Q3 		$3.74M Buy
86,063
+31,110
+57% +$1.39M 0.03% 513
2023
Q2 		$2.51M Buy
54,953
+8,564
+18% +$395K 0.02% 675
2023
Q1 		$2.17M Buy
46,389
+17,214
+59% +$797K 0.02% 702
2022
Q4 		$1.33M Buy
+29,175
New +$1.32M 0.01% 869

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return