Ticker: JHMU CUSIP: 47804J743 Class: DYNAMIC MUNICIP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kingsview Wealth Management, LLC | 37,827 | $990 |
| CAPTRUST FINANCIAL ADVISORS | 84,781 | $2,218 |
| UBS Group AG | 200 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| &PARTNERS | 83,221 | 90,393 | +7,172 (+8.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 54,354 | 63,454 | +9,100 (+16.7%) |
| Cetera Investment Advisers | 49,655 | 51,734 | +2,079 (+4.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,617 | 13,569 | +952 (+7.5%) |
| OSAIC HOLDINGS, INC. | 3,126 | 3,535 | +409 (+13.1%) |
| Capital Analysts, LLC | 16,597 | 21,395 | +4,798 (+28.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Landmark Wealth Management, LLC | 8,483 | 8,323 | -160 (-1.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 9,104 | $237 |
| Advisory Services Network, LLC | 3,518 | $91 |
| ROYAL BANK OF CANADA | 5,935 | $154 |