Avantax Advisory Services’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.19M	Sell	17,584 -1,276	-7%	-$79.7K	0.01%	1063
2025 Q1	$1.15M	Sell	18,860 -2,597	-12%	-$169K	0.01%	1017
2024 Q4	$1.41M	Buy	21,457 +3,325	+18%	+$227K	0.01%	889
2024 Q3	$1.19M	Buy	18,132 +1,991	+12%	+$124K	0.01%	938
2024 Q2	$953K	Buy	16,141 +1,925	+14%	+$113K	0.01%	1003
2024 Q1	$860K	Buy	14,216 +1,841	+15%	+$107K	0.01%	809
2023 Q4	$730K	Sell	12,375 -642	-5%	-$33.6K	0.01%	835
2023 Q3	$664K	Buy	13,017 +1,292	+11%	+$71.3K	0.01%	832
2023 Q2	$666K	Buy	11,725 +4,558	+64%	+$235K	0.01%	834
2023 Q1	$360K	Hold	7,167	–	–	﹤0.01%	1052
2022 Q4	$327K	Sell	7,167 -46	-0.6%	-$2.16K	﹤0.01%	1061
2022 Q3	$320K	Buy	7,213 +1,209	+20%	+$60.2K	﹤0.01%	971
2022 Q2	$280K	Sell	6,004 -1,017	-14%	-$51.6K	﹤0.01%	1045
2022 Q1	$405K	Buy	7,021 +2,177	+45%	+$125K	0.01%	870
2021 Q4	$315K	Buy	4,844 +1,299	+37%	+$85.4K	﹤0.01%	955
2021 Q3	$231K	Buy	+3,545	New	+$240K	﹤0.01%	1040
2020 Q4	–	Sell	-5,750	Closed	-$272K	–	1153
2020 Q3	$272K	Buy	+5,750	New	+$275K	﹤0.01%	1073

Other funds holding JSML

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

GVAG

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

PWM

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

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

Avantax Advisory Services reduced its Janus Henderson Small Cap Growth Alpha ETF (JSML) stake by 6.8% in Q2 2025, selling an estimated $79.7K and leaving 17,584 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1063.

Avantax Advisory Services first reported a position in JSML in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.41M in Q4 2024. 66 funds tracked by Wall St. Rank hold JSML as of Q2 2025.

Avantax Advisory Services held 17,584 shares of Janus Henderson Small Cap Growth Alpha ETF worth $1.19M as of Q2 2025.
Avantax Advisory Services sold 1,276 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2025, an estimated $79.7K.
Janus Henderson Small Cap Growth Alpha ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1063 holding.
Avantax Advisory Services first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q3 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Janus Henderson Small Cap Growth Alpha ETF position peaked at $1.41M in Q4 2024.
66 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2025.

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