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Tortoise Investment Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Tortoise Investment Management’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 		$523K Buy
+11,625
New +$526K 0.04% 170

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tortoise Investment Management's JMBS Position: Q2 2026 in Review

Tortoise Investment Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 11,625 shares worth $523K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings.

162 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Tortoise Investment Management held 11,625 shares of Janus Henderson Mortgage-Backed Securities ETF worth $523K as of Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Tortoise Investment Management position in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #170 holding.
  • 162 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.