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Crossmark Global Holdings’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Crossmark Global Holdings’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
Q3 		– Sell
-7,322
Closed -$330K – 1318
2025
Q2 		$330K Sell
7,322
-2,984
-29% -$133K 0.01% 1058
2025
Q1 		$466K Buy
+10,306
New +$460K 0.01% 901

Other funds holding JMBS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Crossmark Global Holdings's JMBS Position: Q3 2025 in Review

Crossmark Global Holdings sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2025, closing a stake of 7,322 shares — an estimated $330K sold.

Crossmark Global Holdings first reported a position in JMBS in Q1 2025 and held it in 2 quarters. The position peaked at $466K in Q1 2025. 232 funds tracked by Wall St. Rank hold JMBS as of Q3 2025.

  • Crossmark Global Holdings reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 7,322 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $330K.
  • Crossmark Global Holdings first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2025 and held it in 2 quarters.
  • Crossmark Global Holdings's Janus Henderson Mortgage-Backed Securities ETF position peaked at $466K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2025.

Based on Crossmark Global Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.