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Columbia Advisory Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Columbia Advisory Partners’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 		$2.61M Sell
58,082
-850
-1% -$38.4K 1.44% 20
2026
Q1 		$2.66M Buy
+58,932
New +$2.7M 1.7% 16

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Columbia Advisory Partners's JMBS Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.4% in Q2 2026, selling an estimated $38.4K and leaving 58,082 shares worth $2.61M. The position accounts for 1.44% of the portfolio, ranked #20.

Columbia Advisory Partners first reported a position in JMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.66M in Q1 2026. 93 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Columbia Advisory Partners held 58,082 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.61M as of Q2 2026.
  • Columbia Advisory Partners sold 850 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $38.4K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 1.44% of Columbia Advisory Partners's portfolio in Q2 2026, its #20 holding.
  • Columbia Advisory Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • Columbia Advisory Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.66M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.