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Capital Wealth Planning’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-7,598
Closed -$395K – 153
2020
Q1 		$395K Buy
+7,598
New +$398K 0.02% 141
2019
Q4 		– Sell
-7,332
Closed -$384K – 219
2019
Q3 		$384K Buy
+7,332
New +$383K 0.02% 161

Other funds holding JMBS

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Wealth Planning's JMBS Position: Q2 2020 in Review

Capital Wealth Planning sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2020, closing a stake of 7,598 shares — an estimated $395K sold.

Capital Wealth Planning first reported a position in JMBS in Q3 2019 and held it in 2 quarters. The position peaked at $395K in Q1 2020. 48 funds tracked by Wall St. Rank hold JMBS as of Q2 2020.

  • Capital Wealth Planning reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 7,598 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2020, an estimated $395K.
  • Capital Wealth Planning first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Janus Henderson Mortgage-Backed Securities ETF position peaked at $395K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.