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

Prevail Innovative 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	–	Sell	-54,123	Closed	-$2.45M	–	222
2026 Q1	$2.45M	Buy	54,123 +1,700	+3%	+$77.8K	0.41%	78
2025 Q4	$2.4M	Sell	52,423 -23,592	-31%	-$1.08M	0.43%	80
2025 Q3	$3.47M	Buy	76,015 +12,558	+20%	+$566K	0.67%	48
2025 Q2	$2.86M	Buy	63,457 +24,705	+64%	+$1.1M	0.64%	50
2025 Q1	$1.75M	Sell	38,752 -25,799	-40%	-$1.15M	0.47%	70
2024 Q4	$2.85M	Sell	64,551 -49,739	-44%	-$2.24M	0.83%	47
2024 Q3	$5.33M	Buy	114,290 +35,998	+46%	+$1.65M	1.62%	11
2024 Q2	$3.5M	Buy	78,292 +27,007	+53%	+$1.2M	1.24%	17
2024 Q1	$2.31M	Buy	+51,285	New	+$2.32M	0.86%	44

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

Prevail Innovative Wealth Advisors's JMBS Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 54,123 shares — an estimated $2.45M sold.

Prevail Innovative Wealth Advisors first reported a position in JMBS in Q1 2024 and held it in 9 quarters. The position peaked at $5.33M in Q3 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 54,123 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.45M.
Prevail Innovative Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2024 and held it in 9 quarters.
Prevail Innovative Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $5.33M in Q3 2024.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.