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Avior Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-225
Closed -$9.94K – 1571
2024
Q4 		$9.94K Buy
+225
New +$10.1K ﹤0.01% 1627

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $654B AUM 26.35% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's JMBS Position: Q1 2025 in Review

Avior Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2025, closing a stake of 225 shares — an estimated $9.94K sold.

Avior Wealth Management first reported a position in JMBS in Q4 2024 and held it in 1 quarter. The position peaked at $9.94K in Q4 2024. 224 funds tracked by Wall St. Rank hold JMBS as of Q1 2025.

  • Avior Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 225 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $9.94K.
  • Avior Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $9.94K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.