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

Ladenburg Thalmann 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
2019 Q4	$4.57M	Buy	87,863 +14,379	+20%	+$752K	0.03%	516
2019 Q3	$3.85M	Buy	73,484 +26,103	+55%	+$1.36M	0.03%	556
2019 Q2	$2.46M	Buy	+47,381	New	+$2.44M	0.02%	718

Other funds holding JMBS

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FEG

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JMBS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 20% in Q4 2019, buying an estimated $752K and bringing the position to 87,863 shares worth $4.57M. The position accounts for 0.03% of the portfolio, ranked #516.

Ladenburg Thalmann Financial Services first reported a position in JMBS in Q2 2019 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold JMBS as of Q4 2019.

Ladenburg Thalmann Financial Services held 87,863 shares of Janus Henderson Mortgage-Backed Securities ETF worth $4.57M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 14,379 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2019, an estimated $752K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #516 holding.
Ladenburg Thalmann Financial Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2019 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.