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
Q2 		$27.3M Buy
606,920
+23,790
+4% +$1.08M 0.02% 611
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 $1.89T 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers's JMBS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 4.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 606,920 shares worth $27.3M. The position accounts for 0.02% of the portfolio, ranked #611.

Cetera Investment Advisers first reported a position in JMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $34M in Q4 2025. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Cetera Investment Advisers held 606,920 shares of Janus Henderson Mortgage-Backed Securities ETF worth $27.3M as of Q2 2026.
  • Cetera Investment Advisers bought 23,790 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.08M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #611 holding.
  • Cetera Investment Advisers first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Janus Henderson Mortgage-Backed Securities ETF position peaked at $34M in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.