Wealth Enhancement Advisory Services
JMBS icon

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
Q2 		$52M Buy
1,163,322
+90,160
+8% +$4.08M 0.09% 203
2026
Q1 		$48.7M Sell
1,073,162
-820,316
-43% -$37.6M 0.1% 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

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMBS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 8.4% in Q2 2026, buying an estimated $4.08M and bringing the position to 1,163,322 shares worth $52M. The position accounts for 0.09% of the portfolio, ranked #203.

Wealth Enhancement Advisory Services first reported a position in JMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.6M in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,163,322 shares of Janus Henderson Mortgage-Backed Securities ETF worth $52M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 90,160 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.08M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #203 holding.
  • Wealth Enhancement Advisory Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $86.6M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.