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 Q2	$6.67M	Buy	65,881 +5,888	+10%	+$541K	3.72%	8
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 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

Blue Rock Wealth Management's JSMD Position: Q2 2026 in Review

Blue Rock Wealth Management increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 9.8% in Q2 2026, buying an estimated $541K and bringing the position to 65,881 shares worth $6.67M. The position accounts for 3.72% of the portfolio, ranked #8.

Blue Rock Wealth Management first reported a position in JSMD in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Blue Rock Wealth Management held 65,881 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $6.67M as of Q2 2026.
Blue Rock Wealth Management bought 5,888 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $541K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 3.72% of Blue Rock Wealth Management's portfolio in Q2 2026, its #8 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 7 quarters since.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.