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

Medallion 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	$16.3M	Buy	321,613 +294,701	+1,095%	+$13.3M	5.12%	1
2026 Q1	$1.22M	Buy	26,912 +4,451	+20%	+$204K	0.4%	61
2025 Q4	$1.03M	Buy	22,461 +2,960	+15%	+$135K	0.34%	69
2025 Q3	$891K	Buy	19,501 +4,165	+27%	+$188K	0.32%	78
2025 Q2	$688K	Buy	15,336 +179	+1%	+$7.97K	0.27%	93
2025 Q1	$685K	Sell	15,157 -2,323	-13%	-$104K	0.31%	78
2024 Q4	$772K	Buy	+17,480	New	+$788K	0.38%	66

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

Medallion Wealth Advisors's JMBS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1,095% in Q2 2026, buying an estimated $13.3M and bringing the position to 321,613 shares worth $16.3M. The position accounts for 5.12% of the portfolio, ranked #1.

Medallion Wealth Advisors first reported a position in JMBS in Q4 2024 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Medallion Wealth Advisors held 321,613 shares of Janus Henderson Mortgage-Backed Securities ETF worth $16.3M as of Q2 2026.
Medallion Wealth Advisors bought 294,701 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $13.3M.
Janus Henderson Mortgage-Backed Securities ETF made up 5.12% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Medallion Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.