SEC 13F Intelligence

Northwest Financial Advisors / JMBS

Northwest Financial Advisors’s Janus Detroit Str Tr Position

Does Northwest Financial Advisors own Janus Detroit Str Tr (JMBS)? Yes — 56.9K shares worth $3M (+4.96% of its 13F portfolio) as of Q1 2026, up from 51.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
56.9K
% of Portfolio
+4.96%
Quarters Held
10
currently held

Position History JMBS

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.9K$3M+4.96%
Q4 202551.9K$2M+4.88%
Q3 202542.2K$2M+2.48%
Q2 202539.1K$2M+2.46%
Q1 202551.9K$2M+1.94%
Q4 202442.8K$2M+1.56%
Q3 202433.2K$2M+1.23%
Q2 202433.6K$2M+1.53%
Q1 202423.4K$1M+1.16%
Q4 202329.8K$1M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of JMBS.