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Ranch Capital Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Ranch Capital Advisors’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
2021
Q4 		– Sell
-1,155
Closed -$61K – 358
2021
Q3 		$61K Hold
1,155
– – 0.04% 247
2021
Q2 		$61K Sell
1,155
-100
-8% -$5.32K 0.04% 276
2021
Q1 		$66K Hold
1,255
– – 0.04% 258
2020
Q4 		$67K Buy
1,255
+400
+47% +$21.4K 0.05% 255
2020
Q3 		$45K Buy
+855
New +$45.9K 0.04% 302

Other funds holding JMBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ranch Capital Advisors's JMBS Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2021, closing a stake of 1,155 shares — an estimated $61K sold.

Ranch Capital Advisors first reported a position in JMBS in Q3 2020 and held it in 5 quarters. The position peaked at $67K in Q4 2020. 92 funds tracked by Wall St. Rank hold JMBS as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 1,155 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2021, an estimated $61K.
  • Ranch Capital Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2020 and held it in 5 quarters.
  • Ranch Capital Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $67K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.