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

Paladin Wealth’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	$4.13M	Buy	91,858 +10,829	+13%	+$490K	2.4%	6
2026 Q1	$3.66M	Buy	81,029 +2,162	+3%	+$99K	2.52%	5
2025 Q4	$3.6M	Buy	78,867 +148	+0.2%	+$6.78K	2.46%	6
2025 Q3	$3.6M	Buy	78,719 +824	+1%	+$37.1K	2.61%	6
2025 Q2	$3.51M	Sell	77,895 -6,239	-7%	-$278K	2.73%	5
2025 Q1	$3.8M	Buy	84,134 +15,613	+23%	+$697K	3.42%	2
2024 Q4	$3.03M	Sell	68,521 -346	-0.5%	-$15.6K	2.62%	8
2024 Q3	$3.21M	Buy	+68,867	New	+$3.17M	2.81%	4

Other funds holding JMBS

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

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

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

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return