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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Savvy Advisors Inc's JMBS Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 13% in Q1 2026, selling an estimated $34.5K and leaving 5,087 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #994.

Savvy Advisors Inc first reported a position in JMBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Savvy Advisors Inc held 5,087 shares of Janus Henderson Mortgage-Backed Securities ETF worth $230K as of Q1 2026.
  • Savvy Advisors Inc sold 754 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $34.5K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #994 holding.
  • Savvy Advisors Inc first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Janus Henderson Mortgage-Backed Securities ETF position peaked at $267K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.