Creative Planning
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Creative Planning’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Creative Planning’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 		$813K Buy
17,992
+5,235
+41% +$240K ﹤0.01% 2627
2025
Q4 		$583K Buy
12,757
+5,779
+83% +$265K ﹤0.01% 2702
2025
Q3 		$319K Sell
6,978
-1,583
-18% -$71.4K ﹤0.01% 3091
2025
Q2 		$386K Sell
8,561
-909
-10% -$40.5K ﹤0.01% 2688
2025
Q1 		$428K Buy
+9,470
New +$422K ﹤0.01% 2437
2024
Q3 		– Sell
-4,617
Closed -$206K – 3260
2024
Q2 		$206K Buy
+4,617
New +$205K ﹤0.01% 2656
2022
Q2 		– Sell
-5,816
Closed -$290K – 2414
2022
Q1 		$290K Sell
5,816
-1,070
-16% -$54.9K ﹤0.01% 1659
2021
Q4 		$363K Buy
6,886
+1,160
+20% +$61.3K ﹤0.01% 1492
2021
Q3 		$304K Sell
5,726
-2,642
-32% -$141K ﹤0.01% 1579
2021
Q2 		$445K Sell
8,368
-2,407
-22% -$128K ﹤0.01% 1349
2021
Q1 		$572K Buy
10,775
+1,650
+18% +$88.1K ﹤0.01% 1348
2020
Q4 		$488K Sell
9,125
-175
-2% -$9.37K ﹤0.01% 1331
2020
Q3 		$499K Buy
+9,300
New +$499K ﹤0.01% 1138

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 $666B 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

Creative Planning's JMBS Position: Q1 2026 in Review

Creative Planning increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 41% in Q1 2026, buying an estimated $240K and bringing the position to 17,992 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Creative Planning first reported a position in JMBS in Q3 2020 and has held it in 13 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Creative Planning held 17,992 shares of Janus Henderson Mortgage-Backed Securities ETF worth $813K as of Q1 2026.
  • Creative Planning bought 5,235 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $240K.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2627 holding.
  • Creative Planning first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2020 and has held it in 13 quarters since.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.