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

HighTower 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 Q2	$23.1M	Buy	514,221 +25,348	+5%	+$1.15M	0.02%	605
2026 Q1	$22.1M	Buy	488,873 +482,505	+7,577%	+$22.1M	0.02%	584
2025 Q4	$291K	Sell	6,368 -983	-13%	-$45K	﹤0.01%	3073
2025 Q3	$336K	Buy	7,351 +1,733	+31%	+$78.1K	﹤0.01%	2945
2025 Q2	$253K	Sell	5,618 -252	-4%	-$11.2K	﹤0.01%	3080
2025 Q1	$265K	Sell	5,870 -26,006	-82%	-$1.16M	﹤0.01%	2967
2024 Q4	$1.41M	Sell	31,876 -23,006	-42%	-$1.04M	﹤0.01%	1743
2024 Q3	$2.56M	Buy	54,882 +2,755	+5%	+$127K	﹤0.01%	1368
2024 Q2	$2.33M	Sell	52,127 -2,455	-4%	-$109K	﹤0.01%	1364
2024 Q1	$2.46M	Buy	54,582 +11,192	+26%	+$506K	﹤0.01%	1329
2023 Q4	$1.99M	Buy	+43,390	New	+$1.9M	﹤0.01%	1428

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

HighTower Advisors's JMBS Position: Q2 2026 in Review

HighTower Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 5.2% in Q2 2026, buying an estimated $1.15M and bringing the position to 514,221 shares worth $23.1M. The position accounts for 0.02% of the portfolio, ranked #605.

HighTower Advisors first reported a position in JMBS in Q4 2023 and has held it in 11 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

HighTower Advisors held 514,221 shares of Janus Henderson Mortgage-Backed Securities ETF worth $23.1M as of Q2 2026.
HighTower Advisors bought 25,348 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.15M.
Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #605 holding.
HighTower Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.