AE Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

AE Wealth Management’s Portfolio JSMD Stock Details JSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15K	Hold	148	–	–	﹤0.01%	2315
2026 Q1	$11.7K	Buy	148 +110	+289%	+$9.21K	﹤0.01%	2245
2025 Q4	$3.1K	Sell	38 -106	-74%	-$8.79K	﹤0.01%	2293
2025 Q3	$12K	Buy	144 +101	+235%	+$8.2K	﹤0.01%	1977
2025 Q2	$3.34K	Buy	43 +5	+13%	+$360	﹤0.01%	2000
2025 Q1	$2.66K	Hold	38	–	–	﹤0.01%	2012
2024 Q4	$2.85K	Buy	+38	New	+$2.91K	﹤0.01%	1973

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AE Wealth Management's JSMD Position: Q2 2026 in Review

AE Wealth Management held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 148 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

AE Wealth Management first reported a position in JSMD in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

AE Wealth Management held 148 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $15K as of Q2 2026.
AE Wealth Management left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2315 holding.
AE Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2024 and has held it in 7 quarters since.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.