PIWA
Prevail Innovative Wealth Advisors’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 | $2.86M | Buy |
63,457
+24,705
| +64% | +$1.11M | 0.64% | 50 |
|
2025
Q1 | $1.75M | Sell |
38,752
-25,799
| -40% | -$1.17M | 0.47% | 70 |
|
2024
Q4 | $2.85M | Sell |
64,551
-49,739
| -44% | -$2.2M | 0.83% | 47 |
|
2024
Q3 | $5.33M | Buy |
114,290
+35,998
| +46% | +$1.68M | 1.62% | 11 |
|
2024
Q2 | $3.5M | Buy |
78,292
+27,007
| +53% | +$1.21M | 1.24% | 17 |
|
2024
Q1 | $2.31M | Buy |
+51,285
| New | +$2.31M | 0.86% | 44 |
|