HHM Wealth Advisors’s Rambus RMBS Stock Holding History

HHM Wealth Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Hold	3,335	–	–	0.04%	140
2026 Q1	$287K	Hold	3,335	–	–	0.03%	159
2025 Q4	$306K	Hold	3,335	–	–	0.04%	152
2025 Q3	$348K	Sell	3,335 -29	-0.9%	-$2.24K	0.04%	149
2025 Q2	$215K	Sell	3,364 -165	-5%	-$8.84K	0.03%	192
2025 Q1	$183K	Hold	3,529	–	–	0.02%	194
2024 Q4	$187K	Buy	3,529 +29	+0.8%	+$1.48K	0.03%	192
2024 Q3	$148K	Hold	3,500	–	–	0.02%	213
2024 Q2	$206K	Hold	3,500	–	–	0.03%	167
2024 Q1	$216K	Hold	3,500	–	–	0.04%	138
2023 Q4	$239K	Hold	3,500	–	–	0.04%	127
2023 Q3	$195K	Hold	3,500	–	–	0.04%	131
2023 Q2	$225K	Hold	3,500	–	–	0.04%	130
2023 Q1	$179K	Hold	3,500	–	–	0.04%	137
2022 Q4	$125K	Hold	3,500	–	–	0.03%	159
2022 Q3	$89K	Hold	3,500	–	–	0.02%	174
2022 Q2	$75K	Hold	3,500	–	–	0.02%	221
2022 Q1	$112K	Hold	3,500	–	–	0.03%	209
2021 Q4	$103K	Hold	3,500	–	–	0.02%	213
2021 Q3	$78K	Hold	3,500	–	–	0.02%	239
2021 Q2	$83K	Hold	3,500	–	–	0.02%	227
2021 Q1	$68K	Hold	3,500	–	–	0.02%	236
2020 Q4	$61K	Buy	+3,500	New	+$54.9K	0.02%	235

Other funds holding RMBS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return