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

Balanced Rock 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
Q1 		$613K Buy
7,722
+188
+2% +$15.7K 0.43% 50
2025
Q4 		$614K Buy
7,534
+1,038
+16% +$86K 0.44% 48
2025
Q3 		$543K Buy
6,496
+232
+4% +$18.8K 0.4% 54
2025
Q2 		$486K Buy
+6,264
New +$452K 0.38% 56

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balanced Rock Investment Advisors's JSMD Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 2.5% in Q1 2026, buying an estimated $15.7K and bringing the position to 7,722 shares worth $613K. The position accounts for 0.43% of the portfolio, ranked #50.

Balanced Rock Investment Advisors first reported a position in JSMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $614K in Q4 2025. 126 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

  • Balanced Rock Investment Advisors held 7,722 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $613K as of Q1 2026.
  • Balanced Rock Investment Advisors bought 188 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2026, an estimated $15.7K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.43% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Balanced Rock Investment Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2025 and has held it in 4 quarters since.
  • Balanced Rock Investment Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $614K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.