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American Portfolios Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

American Portfolios Advisors’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
Q3 		$3.87K Sell
86
-29
-25% -$1.39K ﹤0.01% 2921
2022
Q2 		$5.51K Hold
115
– – ﹤0.01% 2789
2022
Q1 		$5.74K Buy
+115
New +$5.9K ﹤0.01% 2897

Other funds holding JMBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
DP
Divergent Planning Bethesda, Maryland $392M AUM 13.55% 1-Year Est. Return

American Portfolios Advisors's JMBS Position: Q3 2022 in Review

American Portfolios Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 25% in Q3 2022, selling an estimated $1.39K and leaving 86 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

American Portfolios Advisors first reported a position in JMBS in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.74K in Q1 2022. 92 funds tracked by Wall St. Rank hold JMBS as of Q3 2022.

  • American Portfolios Advisors held 86 shares of Janus Henderson Mortgage-Backed Securities ETF worth $3.87K as of Q3 2022.
  • American Portfolios Advisors sold 29 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2022, an estimated $1.39K.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2921 holding.
  • American Portfolios Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $5.74K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.