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
Q3 		$34.8M Sell
820,263
-343,059
-29% -$15.2M 0.05% 322
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMBS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 29% in Q3 2026, selling an estimated $15.2M and leaving 820,263 shares worth $34.8M. The position accounts for 0.05% of the portfolio, ranked #322.

Wealth Enhancement Advisory Services first reported a position in JMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $86.6M in Q4 2025. 26 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 820,263 shares of Janus Henderson Mortgage-Backed Securities ETF worth $34.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 343,059 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $15.2M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #322 holding.
  • Wealth Enhancement Advisory Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $86.6M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.