TMD Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

TMD Wealth Management’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
2024 Q2	$19.2M	Buy	+429,258	New	+$19M	4.2%	8

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

RBA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

CWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MAM

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

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

TMD Wealth Management's JMBS Position: Q2 2024 in Review

TMD Wealth Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2024: 429,258 shares worth $19.2M. The stake represents 4.2% of the portfolio and ranks #8 among its holdings.

197 funds tracked by Wall St. Rank hold JMBS as of Q2 2024.

TMD Wealth Management held 429,258 shares of Janus Henderson Mortgage-Backed Securities ETF worth $19.2M as of Q2 2024.
Janus Henderson Mortgage-Backed Securities ETF was a new TMD Wealth Management position in Q2 2024.
Janus Henderson Mortgage-Backed Securities ETF made up 4.2% of TMD Wealth Management's portfolio in Q2 2024, its #8 holding.
197 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.