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Colton Groome Financial Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Colton Groome Financial Advisors’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
Q2 		– Sell
-4,607
Closed -$208K – 142
2025
Q1 		$208K Sell
4,607
-719
-13% -$32.1K 0.08% 120
2024
Q4 		$235K Sell
5,326
-2,099
-28% -$94.7K 0.09% 116
2024
Q3 		$346K Buy
7,425
+198
+3% +$9.1K 0.13% 100
2024
Q2 		$323K Sell
7,227
-4,001
-36% -$177K 0.13% 94
2024
Q1 		$506K Sell
11,228
-1,395
-11% -$63K 0.2% 70
2023
Q4 		$580K Sell
12,623
-804
-6% -$35.2K 0.25% 64
2023
Q3 		$583K Sell
13,427
-6,371
-32% -$285K 0.29% 63
2023
Q2 		$906K Sell
19,798
-10,340
-34% -$477K 0.42% 53
2023
Q1 		$1.41M Buy
30,138
+6,303
+26% +$292K 0.67% 41
2022
Q4 		$1.08M Buy
23,835
+1,218
+5% +$55K 0.53% 41
2022
Q3 		$1.02M Sell
22,617
-2,739
-11% -$131K 0.52% 41
2022
Q2 		$1.22M Buy
+25,356
New +$1.22M 0.61% 32
2022
Q1 		– Sell
-28,871
Closed -$1.52M – 120
2021
Q4 		$1.52M Buy
+28,871
New +$1.53M 0.62% 45

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colton Groome Financial Advisors's JMBS Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2025, closing a stake of 4,607 shares — an estimated $208K sold.

Colton Groome Financial Advisors first reported a position in JMBS in Q4 2021 and held it in 13 quarters. The position peaked at $1.52M in Q4 2021. 218 funds tracked by Wall St. Rank hold JMBS as of Q2 2025.

  • Colton Groome Financial Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 4,607 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $208K.
  • Colton Groome Financial Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2021 and held it in 13 quarters.
  • Colton Groome Financial Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.52M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.