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Allegheny Financial Group’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Allegheny Financial Group’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 		$691K Sell
6,825
-199
-3% -$18.3K 0.07% 140
2026
Q1 		$557K Buy
7,024
+2
+0% +$167 0.08% 147
2025
Q4 		$573K Buy
+7,022
New +$582K 0.08% 143

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Allegheny Financial Group's JSMD Position: Q2 2026 in Review

Allegheny Financial Group reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 2.8% in Q2 2026, selling an estimated $18.3K and leaving 6,825 shares worth $691K. The position accounts for 0.07% of the portfolio, ranked #140.

Allegheny Financial Group first reported a position in JSMD in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Allegheny Financial Group held 6,825 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $691K as of Q2 2026.
  • Allegheny Financial Group sold 199 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $18.3K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.07% of Allegheny Financial Group's portfolio in Q2 2026, its #140 holding.
  • Allegheny Financial Group first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.