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

AssuredPartners Investment 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	$2.23M	Buy	22,054 +109	+0.5%	+$10K	0.22%	119
2026 Q1	$1.77M	Buy	21,945 +314	+1%	+$26.3K	0.19%	124
2025 Q4	$1.76M	Buy	21,631 +17,978	+492%	+$1.49M	0.26%	95
2025 Q3	$305K	Sell	3,653 -3,157	-46%	-$256K	0.07%	204
2025 Q2	$529K	Sell	6,810 -17,797	-72%	-$1.28M	0.13%	125
2025 Q1	$1.72M	Buy	24,607 +907	+4%	+$67.4K	0.33%	85
2024 Q4	$1.78M	Buy	+23,700	New	+$1.81M	0.35%	82

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 22.96% 1-Year Est. Return

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

AssuredPartners Investment Advisors's JSMD Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 0.5% in Q2 2026, buying an estimated $10K and bringing the position to 22,054 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #119.

AssuredPartners Investment Advisors 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.

AssuredPartners Investment Advisors held 22,054 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $2.23M as of Q2 2026.
AssuredPartners Investment Advisors bought 109 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $10K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.22% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #119 holding.
AssuredPartners Investment Advisors 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.