Argent Financial Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Argent Financial 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
2024 Q3	$1.42M	Buy	+30,531	New	+$1.4M	0.17%	128

Other funds holding JMBS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Argent Financial Group's JMBS Position: Q3 2024 in Review

Argent Financial Group opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2024: 30,531 shares worth $1.42M. The stake represents 0.17% of the portfolio and ranks #128 among its holdings.

203 funds tracked by Wall St. Rank hold JMBS as of Q3 2024.

Argent Financial Group held 30,531 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.42M as of Q3 2024.
Janus Henderson Mortgage-Backed Securities ETF was a new Argent Financial Group position in Q3 2024.
Janus Henderson Mortgage-Backed Securities ETF made up 0.17% of Argent Financial Group's portfolio in Q3 2024, its #128 holding.
203 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.