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Acima Private Wealth’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Acima Private Wealth’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
2023
Q4 		– Sell
-90,145
Closed -$3.91M – 251
2023
Q3 		$3.91M Buy
90,145
+19,861
+28% +$889K 1.74% 16
2023
Q2 		$3.22M Buy
70,284
+565
+0.8% +$26.1K 1.54% 19
2023
Q1 		$3.26M Buy
+69,719
New +$3.23M 1.6% 19

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Acima Private Wealth's JMBS Position: Q4 2023 in Review

Acima Private Wealth sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2023, closing a stake of 90,145 shares — an estimated $3.91M sold.

Acima Private Wealth first reported a position in JMBS in Q1 2023 and held it in 3 quarters. The position peaked at $3.91M in Q3 2023. 163 funds tracked by Wall St. Rank hold JMBS as of Q4 2023.

  • Acima Private Wealth reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Acima Private Wealth sold 90,145 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2023, an estimated $3.91M.
  • Acima Private Wealth first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and held it in 3 quarters.
  • Acima Private Wealth's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.91M in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.