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Axiom Advisory’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Axiom Advisory’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 		$662K Buy
14,400
+225
+2% +$10.3K 0.01% 197
2024
Q2 		$628K Buy
+14,175
New +$628K 0.01% 198

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Axiom Advisory's JMBS Position: Q3 2024 in Review

Axiom Advisory increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.6% in Q3 2024, buying an estimated $10.3K and bringing the position to 14,400 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #197.

Axiom Advisory first reported a position in JMBS in Q2 2024 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold JMBS as of Q3 2024.

  • Axiom Advisory held 14,400 shares of Janus Henderson Mortgage-Backed Securities ETF worth $662K as of Q3 2024.
  • Axiom Advisory bought 225 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2024, an estimated $10.3K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #197 holding.
  • Axiom Advisory first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.