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WR Wealth Planners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

WR Wealth Planners’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 		$442 Hold
10
– – ﹤0.01% 998
2024
Q3 		$467 Buy
+10
New +$460 ﹤0.01% 1039

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

WR Wealth Planners's JMBS Position: Q4 2024 in Review

WR Wealth Planners held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q4 2024 at 10 shares worth $442. The position accounts for ﹤0.01% of the portfolio, ranked #998.

WR Wealth Planners first reported a position in JMBS in Q3 2024 and has held it in 2 quarters since. The position peaked at $467 in Q3 2024. 214 funds tracked by Wall St. Rank hold JMBS as of Q4 2024.

  • WR Wealth Planners held 10 shares of Janus Henderson Mortgage-Backed Securities ETF worth $442 as of Q4 2024.
  • WR Wealth Planners left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q4 2024.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #998 holding.
  • WR Wealth Planners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $467 in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.