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Impact Partnership Wealth’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Impact Partnership Wealth’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
-545
Closed -$24.9K – 1125
2023
Q2 		$24.9K Buy
+545
New +$25.2K 0.01% 315

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
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
GI
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
B
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

Impact Partnership Wealth's JMBS Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2023, closing a stake of 545 shares — an estimated $24.9K sold.

Impact Partnership Wealth first reported a position in JMBS in Q2 2023 and held it in 1 quarter. The position peaked at $24.9K in Q2 2023. 125 funds tracked by Wall St. Rank hold JMBS as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 545 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2023, an estimated $24.9K.
  • Impact Partnership Wealth first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Janus Henderson Mortgage-Backed Securities ETF position peaked at $24.9K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.