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World Equity Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

World Equity Group’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
Q3 		– Sell
-14,794
Closed -$661K – 291
2024
Q2 		$661K Buy
14,794
+896
+6% +$39.7K 0.2% 136
2024
Q1 		$627K Buy
13,898
+77
+0.6% +$3.48K 0.13% 164
2023
Q4 		$635K Buy
13,821
+1,246
+10% +$54.6K 0.13% 166
2023
Q3 		$546K Buy
+12,575
New +$563K 0.11% 191

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

World Equity Group's JMBS Position: Q3 2024 in Review

World Equity Group sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2024, closing a stake of 14,794 shares — an estimated $661K sold.

World Equity Group first reported a position in JMBS in Q3 2023 and held it in 4 quarters. The position peaked at $661K in Q2 2024. 203 funds tracked by Wall St. Rank hold JMBS as of Q3 2024.

  • World Equity Group reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 14,794 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2024, an estimated $661K.
  • World Equity Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2023 and held it in 4 quarters.
  • World Equity Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $661K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.