Symphony Financial Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Symphony Financial Services’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	$8.24M	Buy	195,001 +26,833	+16%	+$1.19M	3.52%	8
2026 Q2	$7.57M	Buy	168,168 +103	+0.1%	+$4.66K	3.4%	8
2026 Q1	$7.59M	Sell	168,065 -749	-0.4%	-$34.3K	3.9%	7
2025 Q4	$7.71M	Sell	168,814 -419	-0.2%	-$19.2K	3.95%	8
2025 Q3	$7.73M	Buy	169,233 +4,062	+2%	+$183K	4.16%	7
2025 Q2	$7.44M	Sell	165,171 -3,615	-2%	-$161K	4.45%	7
2025 Q1	$7.63M	Sell	168,786 -73,057	-30%	-$3.26M	4.98%	6
2024 Q4	$10.7M	Sell	241,843 -38,860	-14%	-$1.75M	8.59%	2
2024 Q3	$13.1M	Buy	280,703 +50,599	+22%	+$2.33M	11.14%	1
2024 Q2	$10.3M	Buy	+230,104	New	+$10.2M	8.86%	2

Other funds holding JMBS

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Symphony Financial Services's JMBS Position: Q3 2026 in Review

Symphony Financial Services increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 16% in Q3 2026, buying an estimated $1.19M and bringing the position to 195,001 shares worth $8.24M. The position accounts for 3.52% of the portfolio, ranked #8.

Symphony Financial Services first reported a position in JMBS in Q2 2024 and has held it in 10 quarters since. The position peaked at $13.1M in Q3 2024. 202 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

Symphony Financial Services held 195,001 shares of Janus Henderson Mortgage-Backed Securities ETF worth $8.24M as of Q3 2026.
Symphony Financial Services bought 26,833 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.19M.
Janus Henderson Mortgage-Backed Securities ETF made up 3.52% of Symphony Financial Services's portfolio in Q3 2026, its #8 holding.
Symphony Financial Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $13.1M in Q3 2024.
202 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.