Farther Finance Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Farther Finance Advisors’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	$2.4M	Sell	56,890 -25,100	-31%	-$1.11M	0.02%	688
2026 Q2	$3.69M	Buy	81,990 +76,513	+1,397%	+$3.46M	0.03%	503
2026 Q1	$248K	Buy	5,477 +4,992	+1,029%	+$229K	﹤0.01%	1866
2025 Q4	$22.2K	Buy	485 +482	+16,067%	+$22.1K	﹤0.01%	3374
2025 Q3	$136	Sell	3 -275	-99%	-$12.4K	﹤0.01%	4794
2025 Q2	$12.5K	Sell	278 -25,991	-99%	-$1.16M	﹤0.01%	2958
2025 Q1	$1.19M	Sell	26,269 -2,925	-10%	-$130K	0.03%	444
2024 Q4	$1.29M	Sell	29,194 -3,349	-10%	-$151K	0.05%	298
2024 Q3	$1.52M	Buy	+32,543	New	+$1.5M	0.06%	248

Other funds holding JMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors's JMBS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 31% in Q3 2026, selling an estimated $1.11M and leaving 56,890 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #688.

Farther Finance Advisors first reported a position in JMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.69M in Q2 2026. 14 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

Farther Finance Advisors held 56,890 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.4M as of Q3 2026.
Farther Finance Advisors sold 25,100 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.11M.
Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #688 holding.
Farther Finance Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.69M in Q2 2026.
14 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.