Legacy Capital Wealth Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Legacy Capital Wealth Partners’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	$303K	Hold	6,724	–	–	0.06%	295
2026 Q1	$304K	Hold	6,724	–	–	0.06%	291
2025 Q4	$307K	Hold	6,724	–	–	0.07%	295
2025 Q3	$307K	Hold	6,724	–	–	0.07%	306
2025 Q2	$303K	Sell	6,724 -2,022	-23%	-$90K	0.07%	299
2025 Q1	$395K	Buy	8,746 +2,573	+42%	+$115K	0.1%	232
2024 Q4	$273K	Buy	6,173 +222	+4%	+$10K	0.07%	287
2024 Q3	$278K	Buy	5,951 +351	+6%	+$16.1K	0.06%	285
2024 Q2	$250K	Buy	+5,600	New	+$248K	0.06%	265
2024 Q1	–	Sell	-5,600	Closed	-$257K	–	233
2023 Q4	$257K	Hold	5,600	–	–	0.07%	240
2023 Q3	$243K	Buy	+5,600	New	+$251K	0.07%	238
2023 Q2	–	Sell	-5,731	Closed	-$268K	–	140
2023 Q1	$268K	Buy	+5,731	New	+$266K	0.07%	205

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

Legacy Capital Wealth Partners's JMBS Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q2 2026 at 6,724 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #295.

Legacy Capital Wealth Partners first reported a position in JMBS in Q1 2023 and has held it in 12 quarters since. The position peaked at $395K in Q1 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Legacy Capital Wealth Partners held 6,724 shares of Janus Henderson Mortgage-Backed Securities ETF worth $303K as of Q2 2026.
Legacy Capital Wealth Partners left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #295 holding.
Legacy Capital Wealth Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $395K in Q1 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.