Altus Wealth Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Altus Wealth Group’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
2022 Q4	–	Sell	-7,799	Closed	-$415K	–	150
2022 Q3	$415K	Hold	7,799	–	–	0.41%	65
2022 Q2	$415K	Buy	7,799 +2,438	+45%	+$118K	0.41%	65
2022 Q1	$268K	Sell	5,361 -1,671	-24%	-$85.7K	0.22%	88
2021 Q4	$370K	Sell	7,032 -767	-10%	-$40.5K	0.31%	78
2021 Q3	$415K	Buy	7,799 +582	+8%	+$31K	0.41%	65
2021 Q2	$384K	Sell	7,217 -107	-1%	-$5.69K	0.38%	63
2021 Q1	$391K	Buy	7,324 +1,831	+33%	+$97.8K	0.39%	63
2020 Q4	$294K	Buy	+5,493	New	+$294K	0.28%	73

Other funds holding JMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Divergent Planning Bethesda, Maryland $392M AUM 13.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Altus Wealth Group's JMBS Position: Q4 2022 in Review

Altus Wealth Group sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2022, closing a stake of 7,799 shares — an estimated $415K sold.

Altus Wealth Group first reported a position in JMBS in Q4 2020 and held it in 8 quarters. The position peaked at $415K in Q3 2022. 95 funds tracked by Wall St. Rank hold JMBS as of Q4 2022.

Altus Wealth Group reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2022 after selling out during the quarter.
Altus Wealth Group sold 7,799 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2022, an estimated $415K.
Altus Wealth Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2020 and held it in 8 quarters.
Altus Wealth Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $415K in Q3 2022.
95 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.