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Diversify Advisory Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-4,653
Closed -$203K – 660
2024
Q4 		$203K Buy
+4,653
New +$210K 0.01% 589
2024
Q3 		– Sell
-4,462
Closed -$200K – 657
2024
Q2 		$200K Buy
+4,462
New +$198K 0.01% 609

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Diversify Advisory Services's JMBS Position: Q1 2025 in Review

Diversify Advisory Services sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2025, closing a stake of 4,653 shares — an estimated $203K sold.

Diversify Advisory Services first reported a position in JMBS in Q2 2024 and held it in 2 quarters. The position peaked at $203K in Q4 2024. 224 funds tracked by Wall St. Rank hold JMBS as of Q1 2025.

  • Diversify Advisory Services reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 4,653 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $203K.
  • Diversify Advisory Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $203K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.