ACA
JMBS icon

Aptus Capital Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Aptus Capital 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
2023
Q1 		– Sell
-177
Closed -$8.05K – 845
2022
Q4 		$8.05K Buy
+177
New +$8K ﹤0.01% 706
2022
Q2 		– Sell
-126
Closed -$6K – 700
2022
Q1 		$6K Buy
+126
New +$6.46K ﹤0.01% 627

Other funds holding JMBS

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

Aptus Capital Advisors's JMBS Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2023, closing a stake of 177 shares — an estimated $8.05K sold.

Aptus Capital Advisors first reported a position in JMBS in Q1 2022 and held it in 2 quarters. The position peaked at $8.05K in Q4 2022. 102 funds tracked by Wall St. Rank hold JMBS as of Q1 2023.

  • Aptus Capital Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 177 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2023, an estimated $8.05K.
  • Aptus Capital Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $8.05K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.