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Unique Wealth Strategies’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Unique Wealth Strategies’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 		$6.05M Buy
134,410
+5,372
+4% +$243K 2.2% 7
2026
Q1 		$5.83M Buy
129,038
+6,947
+6% +$318K 2.37% 6
2025
Q4 		$5.58M Buy
122,091
+2,403
+2% +$110K 2.17% 8
2025
Q3 		$5.47M Buy
119,688
+1,195
+1% +$53.9K 2.12% 8
2025
Q2 		$5.34M Buy
118,493
+676
+0.6% +$30.1K 2.22% 8
2025
Q1 		$5.33M Buy
117,817
+938
+0.8% +$41.8K 2.42% 6
2024
Q4 		$5.16M Buy
116,879
+4,200
+4% +$189K 2.24% 8
2024
Q3 		$5.26M Buy
112,679
+18,384
+19% +$845K 2.22% 6
2024
Q2 		$4.25M Hold
94,295
– – 1.99% 6
2024
Q1 		$4.25M Buy
+94,295
New +$4.26M 2.08% 6

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Unique Wealth Strategies's JMBS Position: Q2 2026 in Review

Unique Wealth Strategies increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 4.2% in Q2 2026, buying an estimated $243K and bringing the position to 134,410 shares worth $6.05M. The position accounts for 2.2% of the portfolio, ranked #7.

Unique Wealth Strategies first reported a position in JMBS in Q1 2024 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Unique Wealth Strategies held 134,410 shares of Janus Henderson Mortgage-Backed Securities ETF worth $6.05M as of Q2 2026.
  • Unique Wealth Strategies bought 5,372 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $243K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 2.2% of Unique Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Unique Wealth Strategies first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2024 and has held it in 10 quarters since.
  • 42 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.