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Tucker Asset Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Tucker Asset 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
2023
Q3 		– Sell
-96
Closed -$4.39K – 1482
2023
Q2 		$4.39K Hold
96
– – ﹤0.01% 710
2023
Q1 		$4.48K Buy
+96
New +$4.45K ﹤0.01% 732

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Tucker Asset Management's JMBS Position: Q3 2023 in Review

Tucker Asset Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2023, closing a stake of 96 shares — an estimated $4.39K sold.

Tucker Asset Management first reported a position in JMBS in Q1 2023 and held it in 2 quarters. The position peaked at $4.48K in Q1 2023. 125 funds tracked by Wall St. Rank hold JMBS as of Q3 2023.

  • Tucker Asset Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Tucker Asset Management sold 96 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2023, an estimated $4.39K.
  • Tucker Asset Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and held it in 2 quarters.
  • Tucker Asset Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $4.48K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.