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Cetera Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Cetera Advisors’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
Q1 		$2.49M Buy
55,222
+27,585
+100% +$1.25M 0.02% 718
2023
Q4 		$1.27M Buy
27,637
+17,424
+171% +$763K 0.02% 679
2023
Q3 		$443K Buy
10,213
+4,365
+75% +$195K 0.01% 1132
2023
Q2 		$268K Buy
5,848
+845
+17% +$39K ﹤0.01% 1362
2023
Q1 		$234K Buy
+5,003
New +$232K ﹤0.01% 1414

Other funds holding JMBS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cetera Advisors's JMBS Position: Q1 2024 in Review

Cetera Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 100% in Q1 2024, buying an estimated $1.25M and bringing the position to 55,222 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #718.

Cetera Advisors first reported a position in JMBS in Q1 2023 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold JMBS as of Q1 2024.

  • Cetera Advisors held 55,222 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.49M as of Q1 2024.
  • Cetera Advisors bought 27,585 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $1.25M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #718 holding.
  • Cetera Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.