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Gradient Investments’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Gradient Investments’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 		$115M Buy
2,731,438
+42,671
+2% +$1.89M 1.65% 9
2026
Q2 		$121M Buy
2,688,767
+341,852
+15% +$15.5M 1.67% 8
2026
Q1 		$106M Buy
2,346,915
+119,709
+5% +$5.48M 1.64% 9
2025
Q4 		$102M Buy
2,227,206
+88,393
+4% +$4.05M 1.62% 9
2025
Q3 		$97.7M Buy
2,138,813
+150,680
+8% +$6.79M 1.63% 10
2025
Q2 		$89.6M Sell
1,988,133
-1,575
-0.1% -$70.1K 1.64% 9
2025
Q1 		$89.9M Buy
1,989,708
+444,851
+29% +$19.8M 1.81% 6
2024
Q4 		$68.3M Buy
1,544,857
+118,932
+8% +$5.36M 1.38% 19
2024
Q3 		$66.5M Buy
1,425,925
+6,566
+0.5% +$302K 1.39% 18
2024
Q2 		$63.4M Sell
1,419,359
-454,592
-24% -$20.2M 1.42% 17
2024
Q1 		$84.5M Sell
1,873,951
-46,724
-2% -$2.11M 1.96% 7
2023
Q4 		$88.2M Buy
1,920,675
+141,811
+8% +$6.21M 2.13% 7
2023
Q3 		$77.2M Buy
1,778,864
+45,186
+3% +$2.02M 2.04% 7
2023
Q2 		$79.3M Buy
1,733,678
+370,632
+27% +$17.1M 2.04% 7
2023
Q1 		$63.6M Buy
+1,363,046
New +$63.1M 1.74% 9

Other funds holding JMBS

HC
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Gradient Investments's JMBS Position: Q3 2026 in Review

Gradient Investments increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.6% in Q3 2026, buying an estimated $1.89M and bringing the position to 2,731,438 shares worth $115M. The position accounts for 1.65% of the portfolio, ranked #9.

Gradient Investments first reported a position in JMBS in Q1 2023 and has held it in 15 quarters since. The position peaked at $121M in Q2 2026. 26 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Gradient Investments held 2,731,438 shares of Janus Henderson Mortgage-Backed Securities ETF worth $115M as of Q3 2026.
  • Gradient Investments bought 42,671 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.89M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 1.65% of Gradient Investments's portfolio in Q3 2026, its #9 holding.
  • Gradient Investments first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and has held it in 15 quarters since.
  • Gradient Investments's Janus Henderson Mortgage-Backed Securities ETF position peaked at $121M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.