Leicht Financial Planning & Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Leicht Financial Planning & Wealth Management’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	–	Sell	-5,208	Closed	-$239K	–	22
2023 Q4	$239K	Buy	+5,208	New	+$228K	0.14%	22
2023 Q1	–	Sell	-4,589	Closed	-$209K	–	23
2022 Q4	$209K	Buy	+4,589	New	+$207K	0.14%	27

Other funds holding JMBS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's JMBS Position: Q1 2024 in Review

Leicht Financial Planning & Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2024, closing a stake of 5,208 shares — an estimated $239K sold.

Leicht Financial Planning & Wealth Management first reported a position in JMBS in Q4 2022 and held it in 2 quarters. The position peaked at $239K in Q4 2023. 170 funds tracked by Wall St. Rank hold JMBS as of Q1 2024.

Leicht Financial Planning & Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 5,208 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $239K.
Leicht Financial Planning & Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2022 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $239K in Q4 2023.
170 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2024.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.