Integrated Wealth Concepts’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Integrated Wealth Concepts’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	$308K	Buy	+6,845	New	+$309K	﹤0.01%	1966

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

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 $7B AUM 14.85% 1-Year Est. Return

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

Integrated Wealth Concepts's JMBS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 6,845 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings.

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

Integrated Wealth Concepts held 6,845 shares of Janus Henderson Mortgage-Backed Securities ETF worth $308K as of Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF was a new Integrated Wealth Concepts position in Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1966 holding.
272 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.