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

Root Financial 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
Q3 		$33.3K Buy
+789
New +$34.9K ﹤0.01% 1290
2026
Q2 		– Sell
-559
Closed -$25.3K – 1849
2026
Q1 		$25.3K Hold
559
– – ﹤0.01% 1196
2025
Q4 		$25.5K Hold
559
– – ﹤0.01% 1049
2025
Q3 		$25.5K Buy
+559
New +$25.2K ﹤0.01% 992

Other funds holding JMBS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Root Financial Partners's JMBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2026: 789 shares worth $33.3K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JMBS as recently as Q1 2026.

Root Financial Partners first reported a position in JMBS in Q3 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Root Financial Partners held 789 shares of Janus Henderson Mortgage-Backed Securities ETF worth $33.3K as of Q3 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Root Financial Partners position in Q3 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1290 holding.
  • Root Financial Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.