Center for Financial Planning’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Center for Financial 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
2023 Q3	–	Sell	-931	Closed	-$42.6K	–	553
2023 Q2	$42.6K	Hold	931	–	–	0.01%	248
2023 Q1	$43.5K	Hold	931	–	–	0.01%	232
2022 Q4	$42.3K	Hold	931	–	–	0.01%	231
2022 Q3	$42K	Hold	931	–	–	0.01%	222
2022 Q2	$45K	Buy	+931	New	+$44.9K	0.01%	229

Other funds holding JMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Center for Financial Planning's JMBS Position: Q3 2023 in Review

Center for Financial Planning sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2023, closing a stake of 931 shares — an estimated $42.6K sold.

Center for Financial Planning first reported a position in JMBS in Q2 2022 and held it in 5 quarters. The position peaked at $45K in Q2 2022. 125 funds tracked by Wall St. Rank hold JMBS as of Q3 2023.

Center for Financial Planning reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 931 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2023, an estimated $42.6K.
Center for Financial Planning first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2022 and held it in 5 quarters.
Center for Financial Planning's Janus Henderson Mortgage-Backed Securities ETF position peaked at $45K in Q2 2022.
125 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.