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

Sowell 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
2023 Q2	–	Sell	-8,470	Closed	-$395K	–	695
2023 Q1	$395K	Buy	+8,470	New	+$392K	0.03%	497
2021 Q2	–	Sell	-10,921	Closed	-$583K	–	1672
2021 Q1	$583K	Sell	10,921 -96	-0.9%	-$5.13K	0.02%	588
2020 Q4	$589K	Sell	11,017 -479	-4%	-$25.7K	0.03%	475
2020 Q3	$616K	Sell	11,496 -190	-2%	-$10.2K	0.03%	419
2020 Q2	$627K	Sell	11,686 -144	-1%	-$7.67K	0.03%	392
2020 Q1	$616K	Hold	11,830	–	–	0.05%	342
2019 Q4	$616K	Buy	+11,830	New	+$619K	0.05%	385

Other funds holding JMBS

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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