Arkadios Wealth Advisors’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Arkadios Wealth Advisors’s Portfolio JSML Stock Details JSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,211	Closed	-$414K	–	579
2022 Q1	$414K	Sell	7,211 -3,613	-33%	-$207K	0.05%	352
2021 Q4	$704K	Sell	10,824 -4,863	-31%	-$320K	0.09%	252
2021 Q3	$1.02M	Sell	15,687 -2,720	-15%	-$184K	0.15%	162
2021 Q2	$1.26M	Buy	+18,407	New	+$1.25M	0.15%	170

Other funds holding JSML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's JSML Position: Q2 2022 in Review

Arkadios Wealth Advisors sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q2 2022, closing a stake of 7,211 shares — an estimated $414K sold.

Arkadios Wealth Advisors first reported a position in JSML in Q2 2021 and held it in 4 quarters. The position peaked at $1.26M in Q2 2021. 40 funds tracked by Wall St. Rank hold JSML as of Q2 2022.

Arkadios Wealth Advisors reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q2 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 7,211 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2022, an estimated $414K.
Arkadios Wealth Advisors first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2021 and held it in 4 quarters.
Arkadios Wealth Advisors's Janus Henderson Small Cap Growth Alpha ETF position peaked at $1.26M in Q2 2021.
40 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.