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Greenwood Capital Associates’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Greenwood Capital Associates’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 		$514K Buy
11,425
+3,751
+49% +$170K 0.05% 216
2026
Q1 		$347K Buy
7,674
+1,451
+23% +$66.4K 0.04% 250
2025
Q4 		$284K Buy
+6,223
New +$285K 0.03% 245

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 $72.2B AUM 27.85% 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 $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Greenwood Capital Associates's JMBS Position: Q2 2026 in Review

Greenwood Capital Associates increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 49% in Q2 2026, buying an estimated $170K and bringing the position to 11,425 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #216.

Greenwood Capital Associates first reported a position in JMBS in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Greenwood Capital Associates held 11,425 shares of Janus Henderson Mortgage-Backed Securities ETF worth $514K as of Q2 2026.
  • Greenwood Capital Associates bought 3,751 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $170K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.05% of Greenwood Capital Associates's portfolio in Q2 2026, its #216 holding.
  • Greenwood Capital Associates first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.