Avantax Advisory Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Avantax Advisory Services’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 Q2	$3.52M	Sell	45,332 -6,724	-13%	-$485K	0.02%	565
2025 Q1	$3.64M	Sell	52,056 -5,667	-10%	-$421K	0.02%	517
2024 Q4	$4.33M	Buy	57,723 +5,143	+10%	+$393K	0.03%	447
2024 Q3	$3.82M	Buy	52,580 +4,922	+10%	+$342K	0.03%	474
2024 Q2	$3.17M	Buy	47,658 +1,126	+2%	+$75.6K	0.02%	508
2024 Q1	$3.25M	Sell	46,532 -2,830	-6%	-$188K	0.03%	406
2023 Q4	$3.25M	Buy	49,362 +1,507	+3%	+$89.5K	0.03%	381
2023 Q3	$2.8M	Buy	47,855 +4,209	+10%	+$259K	0.03%	372
2023 Q2	$2.71M	Buy	43,646 +12,334	+39%	+$710K	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%	+$142K	0.02%	480
2022 Q3	$1.4M	Buy	28,534 +973	+4%	+$52.9K	0.02%	464
2022 Q2	$1.4M	Sell	27,561 -7,729	-22%	-$423K	0.02%	460
2022 Q1	$2.15M	Sell	35,290 -1,420	-4%	-$86.2K	0.03%	357
2021 Q4	$2.49M	Buy	36,710 +5,215	+17%	+$350K	0.04%	322
2021 Q3	$2.05M	Buy	31,495 +3,794	+14%	+$255K	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%	+$176K	0.01%	539
2020 Q4	$444K	Sell	7,059 -27,783	-80%	-$1.6M	0.01%	591
2020 Q3	$1.8M	Buy	+34,842	New	+$1.78M	0.03%	383

Other funds holding JSMD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Avantax Advisory Services's JSMD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 13% in Q2 2025, selling an estimated $485K and leaving 45,332 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #565.

Avantax Advisory Services first reported a position in JSMD in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.33M in Q4 2024. 97 funds tracked by Wall St. Rank hold JSMD as of Q2 2025.

Avantax Advisory Services held 45,332 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $3.52M as of Q2 2025.
Avantax Advisory Services sold 6,724 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2025, an estimated $485K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #565 holding.
Avantax Advisory Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $4.33M in Q4 2024.
97 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.