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Savvy Advisors Inc’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Savvy Advisors Inc’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
-5,087
Closed -$230K – 1304
2026
Q1 		$230K Sell
5,087
-754
-13% -$34.5K 0.01% 994
2025
Q4 		$267K Buy
+5,841
New +$267K 0.01% 823

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savvy Advisors Inc's JMBS Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 5,087 shares — an estimated $230K sold.

Savvy Advisors Inc first reported a position in JMBS in Q4 2025 and held it in 2 quarters. The position peaked at $267K in Q4 2025. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Savvy Advisors Inc reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 5,087 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $230K.
  • Savvy Advisors Inc first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Janus Henderson Mortgage-Backed Securities ETF position peaked at $267K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.