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

Arkadios Wealth Advisors’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 		$721K Buy
7,119
+737
+12% +$67.7K 0.01% 943
2026
Q1 		$506K Sell
6,382
-403
-6% -$33.7K 0.01% 1100
2025
Q4 		$553K Sell
6,785
-41
-0.6% -$3.4K 0.01% 957
2025
Q3 		$571K Sell
6,826
-209
-3% -$17K 0.01% 875
2025
Q2 		$546K Buy
7,035
+211
+3% +$15.2K 0.02% 807
2025
Q1 		$478K Sell
6,824
-371
-5% -$27.6K 0.02% 723
2024
Q4 		$540K Sell
7,195
-904
-11% -$69.1K 0.03% 518
2024
Q3 		$588K Buy
+8,099
New +$562K 0.03% 491
2021
Q4 		– Sell
-2,293
Closed -$148K – 1214
2021
Q3 		$148K Sell
2,293
-3,762
-62% -$253K 0.02% 585
2021
Q2 		$409K Sell
6,055
-13,203
-69% -$893K 0.05% 377
2021
Q1 		$1.29M Sell
19,258
-463
-2% -$30.8K 0.21% 122
2020
Q4 		$1.24M Buy
19,721
+19,496
+8,665% +$1.12M 0.26% 103
2020
Q3 		$12.6K Sell
225
-134
-37% -$6.85K 0.01% 696
2020
Q2 		$17.4K Buy
+359
New +$15.3K 0.01% 568

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 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Arkadios Wealth Advisors's JSMD Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 12% in Q2 2026, buying an estimated $67.7K and bringing the position to 7,119 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #943.

Arkadios Wealth Advisors first reported a position in JSMD in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2021. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Arkadios Wealth Advisors held 7,119 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $721K as of Q2 2026.
  • Arkadios Wealth Advisors bought 737 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $67.7K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #943 holding.
  • Arkadios Wealth Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2020 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.29M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.