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

Ten Capital Wealth 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
2023 Q2	$3.37M	Buy	73,670 +2,261	+3%	+$104K	0.98%	17
2023 Q1	$3.33M	Buy	71,409 +27,830	+64%	+$1.29M	1.08%	14
2022 Q4	$1.98M	Sell	43,579 -1,323	-3%	-$59.8K	0.79%	22
2022 Q3	$2.02M	Sell	44,902 -2,323	-5%	-$111K	0.92%	21
2022 Q2	$2.27M	Buy	+47,225	New	+$2.28M	0.99%	21

Other funds holding JMBS

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

CWM

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

RBA

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

MAM

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

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

SFI

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

Ten Capital Wealth Advisors's JMBS Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 3.2% in Q2 2023, buying an estimated $104K and bringing the position to 73,670 shares worth $3.37M. The position accounts for 0.98% of the portfolio, ranked #17.

Ten Capital Wealth Advisors first reported a position in JMBS in Q2 2022 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold JMBS as of Q2 2023.

Ten Capital Wealth Advisors held 73,670 shares of Janus Henderson Mortgage-Backed Securities ETF worth $3.37M as of Q2 2023.
Ten Capital Wealth Advisors bought 2,261 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2023, an estimated $104K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.98% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #17 holding.
Ten Capital Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2022 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.