Avantax Advisory Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
45,332
-6,724
| -13% | -$522K | 0.02% | 565 |
|
|
2025
Q1 | $3.64M | Sell |
52,056
-5,667
| -10% | -$397K | 0.02% | 517 |
|
|
2024
Q4 | $4.33M | Buy |
57,723
+5,143
| +10% | +$386K | 0.03% | 447 |
|
|
2024
Q3 | $3.82M | Buy |
52,580
+4,922
| +10% | +$357K | 0.03% | 474 |
|
|
2024
Q2 | $3.17M | Buy |
47,658
+1,126
| +2% | +$74.9K | 0.02% | 508 |
|
|
2024
Q1 | $3.25M | Sell |
46,532
-2,830
| -6% | -$198K | 0.03% | 406 |
|
|
2023
Q4 | $3.25M | Buy |
49,362
+1,507
| +3% | +$99.1K | 0.03% | 381 |
|
|
2023
Q3 | $2.8M | Buy |
47,855
+4,209
| +10% | +$246K | 0.03% | 372 |
|
|
2023
Q2 | $2.71M | Buy |
43,646
+12,334
| +39% | +$767K | 0.03% | 375 |
|
|
2023
Q1 | $1.76M | Buy |
31,312
+73
| +0.2% | +$4.1K | 0.02% | 477 |
|
|
2022
Q4 | $1.63M | Buy |
31,239
+2,705
| +9% | +$141K | 0.02% | 480 |
|
|
2022
Q3 | $1.4M | Buy |
28,534
+973
| +4% | +$47.6K | 0.02% | 464 |
|
|
2022
Q2 | $1.4M | Sell |
27,561
-7,729
| -22% | -$393K | 0.02% | 460 |
|
|
2022
Q1 | $2.15M | Sell |
35,290
-1,420
| -4% | -$86.6K | 0.03% | 357 |
|
|
2021
Q4 | $2.49M | Buy |
36,710
+5,215
| +17% | +$353K | 0.04% | 322 |
|
|
2021
Q3 | $2.05M | Buy |
31,495
+3,794
| +14% | +$246K | 0.03% | 331 |
|
|
2021
Q2 | $1.87M | Buy |
27,701
+17,994
| +185% | +$1.22M | 0.03% | 339 |
|
|
2021
Q1 | $651K | Buy |
9,707
+2,648
| +38% | +$178K | 0.01% | 539 |
|
|
2020
Q4 | $444K | Sell |
7,059
-27,783
| -80% | -$1.75M | 0.01% | 591 |
|
|
2020
Q3 | $1.8M | Buy |
+34,842
| New | +$1.8M | 0.03% | 383 |
|