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

Allworth Financial’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
2025 Q4	–	Sell	-133	Closed	-$11.1K	–	5169
2025 Q3	$11.1K	Hold	133	–	–	﹤0.01%	3075
2025 Q2	$10.3K	Hold	133	–	–	﹤0.01%	2880
2025 Q1	$9.18K	Hold	133	–	–	﹤0.01%	2461
2024 Q4	$10.4K	Hold	133	–	–	﹤0.01%	2422
2024 Q3	$9.66K	Hold	133	–	–	﹤0.01%	2272
2024 Q2	$9.24K	Hold	133	–	–	﹤0.01%	2253
2024 Q1	$9.3K	Buy	+133	New	+$8.84K	﹤0.01%	2142

Other funds holding JSMD

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

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

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Allworth Financial's JSMD Position: Q4 2025 in Review

Allworth Financial sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q4 2025, closing a stake of 133 shares — an estimated $11.1K sold.

Allworth Financial first reported a position in JSMD in Q1 2024 and held it in 7 quarters. The position peaked at $11.1K in Q3 2025. 123 funds tracked by Wall St. Rank hold JSMD as of Q4 2025.

Allworth Financial reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 133 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2025, an estimated $11.1K.
Allworth Financial first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2024 and held it in 7 quarters.
Allworth Financial's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $11.1K in Q3 2025.
123 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.