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

Inspirion Wealth 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 		$38.2M Buy
850,946
+84,823
+11% +$3.83M 4.37% 7
2026
Q1 		$34.6M Buy
766,123
+112,401
+17% +$5.15M 4.31% 7
2025
Q4 		$29.9M Buy
653,722
+330,114
+102% +$15.1M 3.66% 7
2025
Q3 		$15.1M Sell
323,608
-193,642
-37% -$8.73M 2.11% 14
2025
Q2 		$23.3M Buy
517,250
+21,002
+4% +$935K 3.08% 13
2025
Q1 		$22.4M Buy
496,248
+97,360
+24% +$4.34M 3.12% 12
2024
Q4 		$17.5M Buy
398,888
+75,280
+23% +$3.4M 2.45% 14
2024
Q3 		$15.1M Sell
323,608
-99,669
-24% -$4.58M 2.11% 14
2024
Q2 		$18.9M Buy
423,277
+14,531
+4% +$644K 2.89% 13
2024
Q1 		$18.4M Buy
408,746
+193,968
+90% +$8.76M 3.05% 13
2023
Q4 		$9.81M Buy
214,778
+5,989
+3% +$262K 1.77% 15
2023
Q3 		$9.06M Buy
208,789
+66,709
+47% +$2.99M 1.77% 15
2023
Q2 		$6.5M Buy
142,080
+21,912
+18% +$1.01M 1.25% 17
2023
Q1 		$5.61M Sell
120,168
-4,395
-4% -$204K 1.13% 18
2022
Q4 		$5.66M Sell
124,563
-10,803
-8% -$488K 1.2% 19
2022
Q3 		$6.09M Sell
135,366
-1,765
-1% -$84.3K 1.37% 19
2022
Q2 		$6.58M Sell
137,131
-21,259
-13% -$1.03M 1.44% 18
2022
Q1 		$7.91M Sell
158,390
-21,995
-12% -$1.13M 1.62% 17
2021
Q4 		$9.5M Buy
180,385
+80,050
+80% +$4.23M 2% 13
2021
Q3 		$5.33M Buy
100,335
+82,295
+456% +$4.38M 1.23% 18
2021
Q2 		$959K Sell
18,040
-10,191
-36% -$542K 0.24% 40
2021
Q1 		$1.5M Buy
+28,231
New +$1.51M 0.4% 28

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return