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

Golden State 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
Q2 		$118K Buy
+2,614
New +$118K 0.01% 530

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Golden State Wealth Management's JMBS Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 2,614 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings.

67 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Golden State Wealth Management held 2,614 shares of Janus Henderson Mortgage-Backed Securities ETF worth $118K as of Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Golden State Wealth Management position in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #530 holding.
  • 67 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.