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B. Riley Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-64,183
Closed -$3.2M – 783
2022
Q1 		$3.2M Sell
64,183
-4,563
-7% -$234K 0.25% 93
2021
Q4 		$3.62M Buy
68,746
+160
+0.2% +$8.46K 0.25% 94
2021
Q3 		$3.65M Buy
68,586
+6,510
+10% +$346K 0.28% 82
2021
Q2 		$3.3M Buy
62,076
+2,420
+4% +$129K 0.37% 72
2021
Q1 		$3.17M Sell
59,656
-766
-1% -$40.9K 0.37% 71
2020
Q4 		$3.23M Buy
60,422
+980
+2% +$52.5K 0.42% 60
2020
Q3 		$3.19M Sell
59,442
-1,208
-2% -$64.8K 0.38% 69
2020
Q2 		$3.26M Sell
60,650
-1,988
-3% -$106K 0.36% 68
2020
Q1 		$3.26M Buy
62,638
+26,153
+72% +$1.37M 0.34% 83
2019
Q4 		$1.9M Sell
36,485
-3,675
-9% -$192K 0.28% 84
2019
Q3 		$2.11M Buy
40,160
+3,107
+8% +$162K 0.37% 65
2019
Q2 		$1.93K Buy
37,053
+26,076
+238% +$1.34M 0.3% 69
2019
Q1 		$564K Buy
+10,977
New +$557K 0.1% 197

Other funds holding JMBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
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
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
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
DP
Divergent Planning Bethesda, Maryland $392M AUM 13.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

B. Riley Wealth Management's JMBS Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2022, closing a stake of 64,183 shares — an estimated $3.2M sold.

B. Riley Wealth Management first reported a position in JMBS in Q1 2019 and held it in 13 quarters. The position peaked at $3.65M in Q3 2021. 93 funds tracked by Wall St. Rank hold JMBS as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 64,183 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $3.2M.
  • B. Riley Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2019 and held it in 13 quarters.
  • B. Riley Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.65M in Q3 2021.
  • 93 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.