Avestar Capital’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Avestar Capital’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
2023 Q3	–	Sell	-6,598	Closed	-$375K	–	378
2023 Q2	$375K	Buy	+6,598	New	+$340K	0.06%	193
2022 Q2	–	Sell	-3,656	Closed	-$210K	–	354
2022 Q1	$210K	Sell	3,656 -338	-8%	-$19.4K	0.03%	370
2021 Q4	$260K	Sell	3,994 -84,776	-96%	-$5.57M	0.03%	381
2021 Q3	$5.77M	Buy	88,770 +20,487	+30%	+$1.38M	0.74%	27
2021 Q2	$4.67M	Buy	+68,283	New	+$4.63M	0.63%	43

Other funds holding JSML

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

PWM

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

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

FFN

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

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

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

HFW

Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return

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

Avestar Capital's JSML Position: Q3 2023 in Review

Avestar Capital sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q3 2023, closing a stake of 6,598 shares — an estimated $375K sold.

Avestar Capital first reported a position in JSML in Q2 2021 and held it in 5 quarters. The position peaked at $5.77M in Q3 2021. 45 funds tracked by Wall St. Rank hold JSML as of Q3 2023.

Avestar Capital reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q3 2023 after selling out during the quarter.
Avestar Capital sold 6,598 Janus Henderson Small Cap Growth Alpha ETF shares in Q3 2023, an estimated $375K.
Avestar Capital first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2021 and held it in 5 quarters.
Avestar Capital's Janus Henderson Small Cap Growth Alpha ETF position peaked at $5.77M in Q3 2021.
45 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q3 2023.

Based on Avestar Capital's 13F filing for Q3 2023, filed 20 Oct 2023.