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Hantz Financial Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Hantz Financial Services’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
Q4 		– Sell
-794
Closed -$34K – 1178
2023
Q3 		$34K Buy
+794
New +$35.5K ﹤0.01% 666

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hantz Financial Services's JMBS Position: Q4 2023 in Review

Hantz Financial Services sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2023, closing a stake of 794 shares — an estimated $34K sold.

Hantz Financial Services first reported a position in JMBS in Q3 2023 and held it in 1 quarter. The position peaked at $34K in Q3 2023. 163 funds tracked by Wall St. Rank hold JMBS as of Q4 2023.

  • Hantz Financial Services reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Hantz Financial Services sold 794 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2023, an estimated $34K.
  • Hantz Financial Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2023 and held it in 1 quarter.
  • Hantz Financial Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $34K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2023.

Based on Hantz Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.