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WESPAC Advisors SoCal’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

WESPAC Advisors SoCal’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 		$12.6M Buy
279,670
+82,655
+42% +$3.74M 2.25% 15
2026
Q1 		$8.9M Buy
197,015
+29,897
+18% +$1.37M 1.89% 20
2025
Q4 		$7.64M Buy
167,118
+8,880
+6% +$406K 1.54% 23
2025
Q3 		$7.23M Buy
158,238
+3,443
+2% +$155K 1.47% 26
2025
Q2 		$6.97M Buy
154,795
+18,008
+13% +$802K 1.56% 24
2025
Q1 		$6.18M Buy
136,787
+67,755
+98% +$3.02M 1.61% 24
2024
Q4 		$3.05M Buy
69,032
+14,312
+26% +$645K 0.69% 41
2024
Q3 		$2.55M Buy
54,720
+16,494
+43% +$758K 0.59% 44
2024
Q2 		$1.71M Buy
38,226
+15,738
+70% +$698K 0.43% 46
2024
Q1 		$1.01M Buy
22,488
+2,480
+12% +$112K 0.27% 56
2023
Q4 		$919K Buy
20,008
+3,429
+21% +$150K 0.27% 55
2023
Q3 		$720K Buy
16,579
+5,199
+46% +$233K 0.24% 53
2023
Q2 		$521K Buy
11,380
+1,850
+19% +$85.4K 0.18% 63
2023
Q1 		$445K Buy
+9,530
New +$442K 0.15% 71

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

WESPAC Advisors SoCal's JMBS Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 42% in Q2 2026, buying an estimated $3.74M and bringing the position to 279,670 shares worth $12.6M. The position accounts for 2.25% of the portfolio, ranked #15.

WESPAC Advisors SoCal first reported a position in JMBS in Q1 2023 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • WESPAC Advisors SoCal held 279,670 shares of Janus Henderson Mortgage-Backed Securities ETF worth $12.6M as of Q2 2026.
  • WESPAC Advisors SoCal bought 82,655 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $3.74M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 2.25% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #15 holding.
  • WESPAC Advisors SoCal first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and has held it in 14 quarters since.
  • 42 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.