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 Q2	$929K	Buy	9,181 +1,459	+19%	+$134K	0.58%	39
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Balanced Rock Investment Advisors's JSMD Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 19% in Q2 2026, buying an estimated $134K and bringing the position to 9,181 shares worth $929K. The position accounts for 0.58% of the portfolio, ranked #39.

Balanced Rock Investment Advisors first reported a position in JSMD in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Balanced Rock Investment Advisors held 9,181 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $929K as of Q2 2026.
Balanced Rock Investment Advisors bought 1,459 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $134K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.58% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #39 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 5 quarters since.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.