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Bogart Wealth LLC’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Bogart Wealth LLC’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
-470
Closed -$20.8K – 1474
2024
Q4 		$20.8K Buy
+470
New +$21.2K ﹤0.01% 577

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

Bogart Wealth LLC's JMBS Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2025, closing a stake of 470 shares — an estimated $20.8K sold.

Bogart Wealth LLC first reported a position in JMBS in Q4 2024 and held it in 1 quarter. The position peaked at $20.8K in Q4 2024. 224 funds tracked by Wall St. Rank hold JMBS as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 470 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $20.8K.
  • Bogart Wealth LLC first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Janus Henderson Mortgage-Backed Securities ETF position peaked at $20.8K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.