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Blue Rock Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Blue Rock Wealth Management’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 		$4.76M Buy
59,993
+2,930
+5% +$245K 3.03% 10
2025
Q4 		$4.65M Sell
57,063
-2,131
-4% -$177K 2.89% 13
2025
Q3 		$4.95M Buy
59,194
+2,802
+5% +$228K 3.08% 10
2025
Q2 		$4.38M Buy
56,392
+12,116
+27% +$874K 3.05% 9
2025
Q1 		$3.1M Buy
44,276
+915
+2% +$68K 2.63% 11
2024
Q4 		$3.26M Buy
+43,361
New +$3.32M 3.42% 10

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

Blue Rock Wealth Management's JSMD Position: Q1 2026 in Review

Blue Rock Wealth Management increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 5.1% in Q1 2026, buying an estimated $245K and bringing the position to 59,993 shares worth $4.76M. The position accounts for 3.03% of the portfolio, ranked #10.

Blue Rock Wealth Management first reported a position in JSMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.95M in Q3 2025. 126 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

  • Blue Rock Wealth Management held 59,993 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $4.76M as of Q1 2026.
  • Blue Rock Wealth Management bought 2,930 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2026, an estimated $245K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 3.03% of Blue Rock Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Blue Rock Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $4.95M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.