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WCG Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

WCG 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
2025
Q1 		– Sell
-25,652
Closed -$1.13M – 308
2024
Q4 		$1.13M Sell
25,652
-38,071
-60% -$1.72M 0.07% 200
2024
Q3 		$2.97M Buy
+63,723
New +$2.93M 0.2% 117

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCG Wealth Advisors's JMBS Position: Q1 2025 in Review

WCG Wealth Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2025, closing a stake of 25,652 shares — an estimated $1.13M sold.

WCG Wealth Advisors first reported a position in JMBS in Q3 2024 and held it in 2 quarters. The position peaked at $2.97M in Q3 2024. 224 funds tracked by Wall St. Rank hold JMBS as of Q1 2025.

  • WCG Wealth Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 25,652 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $1.13M.
  • WCG Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and held it in 2 quarters.
  • WCG Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.97M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.