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Wealthcare Advisory Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-64,150
Closed -$2.99M – 912
2024
Q3 		$2.99M Buy
+64,150
New +$2.95M 0.09% 203
2021
Q2 		– Sell
-2,467
Closed -$131K – 1226
2021
Q1 		$131K Buy
+2,467
New +$132K 0.01% 588

Other funds holding JMBS

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Wealthcare Advisory Partners's JMBS Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2024, closing a stake of 64,150 shares — an estimated $2.99M sold.

Wealthcare Advisory Partners first reported a position in JMBS in Q1 2021 and held it in 2 quarters. The position peaked at $2.99M in Q3 2024. 214 funds tracked by Wall St. Rank hold JMBS as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 64,150 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $2.99M.
  • Wealthcare Advisory Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2021 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.99M in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.