Moment Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Moment 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	–	Sell	-454,702	Closed	-$20.6M	–	109
2026 Q1	$20.6M	Buy	+454,702	New	+$20.8M	3.68%	9
2025 Q4	–	Sell	-424,135	Closed	-$19.4M	–	117
2025 Q3	$19.4M	Sell	424,135 -2,766	-0.6%	-$125K	3.43%	9
2025 Q2	$19.2M	Sell	426,901 -1,288	-0.3%	-$57.3K	3.61%	9
2025 Q1	$19.4M	Buy	428,189 +16,233	+4%	+$724K	3.83%	9
2024 Q4	$18.2M	Buy	+411,956	New	+$18.6M	3.47%	9

Other funds holding JMBS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Moment Partners's JMBS Position: Q2 2026 in Review

Moment Partners sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 454,702 shares — an estimated $20.6M sold.

Moment Partners first reported a position in JMBS in Q4 2024 and held it in 5 quarters. The position peaked at $20.6M in Q1 2026. 115 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Moment Partners reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Moment Partners sold 454,702 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $20.6M.
Moment Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and held it in 5 quarters.
Moment Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $20.6M in Q1 2026.
115 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.