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

Cypress Financial 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
Q3 		$20.9M Buy
493,861
+78,660
+19% +$3.47M 5.59% 6
2026
Q2 		$18.7M Buy
+415,201
New +$18.8M 4.52% 9

Other funds holding JMBS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Foster & Motley
Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cypress Financial Planning's JMBS Position: Q3 2026 in Review

Cypress Financial Planning increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 19% in Q3 2026, buying an estimated $3.47M and bringing the position to 493,861 shares worth $20.9M. The position accounts for 5.59% of the portfolio, ranked #6.

Cypress Financial Planning first reported a position in JMBS in Q2 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Cypress Financial Planning held 493,861 shares of Janus Henderson Mortgage-Backed Securities ETF worth $20.9M as of Q3 2026.
  • Cypress Financial Planning bought 78,660 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $3.47M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 5.59% of Cypress Financial Planning's portfolio in Q3 2026, its #6 holding.
  • Cypress Financial Planning first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.