Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$1.06M Buy
23,489
+268
+1% +$12.1K 0.01% 688
2026
Q1 		$1.05M Sell
23,221
-299,245
-93% -$13.7M 0.01% 621
2025
Q4 		$14.7M Sell
322,466
-5,716
-2% -$262K 0.05% 187
2025
Q3 		$15M Buy
328,182
+52,117
+19% +$2.35M 0.06% 178
2025
Q2 		$12.4M Buy
276,065
+75,615
+38% +$3.37M 0.05% 193
2025
Q1 		$9.06M Buy
200,450
+20,855
+12% +$930K 0.03% 247
2024
Q4 		$7.93M Buy
179,595
+11,051
+7% +$498K 0.03% 291
2024
Q3 		$7.86M Buy
168,544
+11,701
+7% +$538K 0.03% 294
2024
Q2 		$7M Buy
156,843
+14,082
+10% +$624K 0.02% 299
2024
Q1 		$6.44M Buy
142,761
+9,222
+7% +$417K 0.02% 321
2023
Q4 		$6.13M Buy
133,539
+56,744
+74% +$2.49M 0.03% 285
2023
Q3 		$3.33M Buy
+76,795
New +$3.44M 0.02% 404

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's JMBS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 23,489 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #688.

Envestnet Portfolio Solutions first reported a position in JMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $15M in Q3 2025. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Envestnet Portfolio Solutions held 23,489 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.06M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 268 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $12.1K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #688 holding.
  • Envestnet Portfolio Solutions first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Janus Henderson Mortgage-Backed Securities ETF position peaked at $15M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.