Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Wealth Enhancement Advisory 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
Q1 		$48.7M Sell
1,073,162
-820,316
-43% -$37.6M 0.11% 193
2025
Q4 		$86.6M Buy
1,893,478
+1,654,186
+691% +$75.7M 0.12% 159
2025
Q3 		$10.9M Buy
239,292
+90,528
+61% +$4.08M 0.02% 625
2025
Q2 		$6.66M Buy
148,764
+76,932
+107% +$3.42M 0.01% 784
2025
Q1 		$3.25M Sell
71,832
-3,933
-5% -$175K 0.01% 1011
2024
Q4 		$3.35M Buy
+75,765
New +$3.42M 0.01% 946

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Bank of America
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HTC
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Raymond James Financial
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Osaic Holdings
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Focus Partners Wealth
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return