Diversify Wealth Management
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Diversify Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Diversify Wealth Management’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 		$1.93M Buy
+45,043
New +$1.99M 0.03% 455

Other funds holding JMBS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Cypress Financial Planning
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Diversify Wealth Management's JMBS Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2026: 45,043 shares worth $1.93M. The stake represents 0.03% of the portfolio and ranks #455 among its holdings.

91 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Diversify Wealth Management held 45,043 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.93M as of Q3 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Diversify Wealth Management position in Q3 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.03% of Diversify Wealth Management's portfolio in Q3 2026, its #455 holding.
  • 91 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.