Sage Mountain Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Sage Mountain 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	$32.2M	Buy	716,333 +103,987	+17%	+$4.7M	1.98%	10
2026 Q1	$27.7M	Buy	612,346 +144,459	+31%	+$6.62M	1.94%	12
2025 Q4	$21.4M	Buy	467,887 +21,270	+5%	+$974K	1.13%	16
2025 Q3	$20.4M	Buy	446,617 +55,444	+14%	+$2.5M	1.17%	15
2025 Q2	$17.6M	Buy	391,173 +43,003	+12%	+$1.91M	1.15%	15
2025 Q1	$15.7M	Buy	348,170 +63,352	+22%	+$2.83M	1.16%	14
2024 Q4	$12.6M	Buy	+284,818	New	+$12.8M	0.92%	20

Other funds holding JMBS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Sage Mountain Advisors's JMBS Position: Q2 2026 in Review

Sage Mountain Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 17% in Q2 2026, buying an estimated $4.7M and bringing the position to 716,333 shares worth $32.2M. The position accounts for 1.98% of the portfolio, ranked #10.

Sage Mountain Advisors first reported a position in JMBS in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Sage Mountain Advisors held 716,333 shares of Janus Henderson Mortgage-Backed Securities ETF worth $32.2M as of Q2 2026.
Sage Mountain Advisors bought 103,987 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.7M.
Janus Henderson Mortgage-Backed Securities ETF made up 1.98% of Sage Mountain Advisors's portfolio in Q2 2026, its #10 holding.
Sage Mountain Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.