LWL
Leo Wealth LLC’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
392,306
+249,229
| +174% | +$11.2M | 1.38% | 17 |
|
|
2025
Q1 | $6.47M | Sell |
143,077
-213,088
| -60% | -$9.63M | 0.93% | 21 |
|
|
2024
Q4 | $15.7M | Buy |
356,165
+26,272
| +8% | +$1.16M | 1.41% | 18 |
|
|
2024
Q3 | $15.4M | Buy |
329,893
+56,626
| +21% | +$2.64M | 1.41% | 18 |
|
|
2024
Q2 | $12.1M | Sell |
273,267
-44,854
| -14% | -$1.99M | 1.24% | 18 |
|
|
2024
Q1 | $14.2M | Buy |
318,121
+116,519
| +58% | +$5.22M | 1.46% | 14 |
|
|
2023
Q4 | $9.13M | Buy |
+201,602
| New | +$9.13M | 0.95% | 18 |
|