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U.S. Capital Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

U.S. Capital Wealth 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
Q1 		$1.36M Buy
30,117
+23,852
+381% +$1.09M 0.03% 430
2025
Q4 		$286K Buy
+6,265
New +$287K 0.01% 820

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

U.S. Capital Wealth Advisors's JMBS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 381% in Q1 2026, buying an estimated $1.09M and bringing the position to 30,117 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #430.

U.S. Capital Wealth Advisors first reported a position in JMBS in Q4 2025 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 30,117 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.36M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 23,852 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.09M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #430 holding.
  • U.S. Capital Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.