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Blue Trust Inc’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Blue Trust Inc’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
2023
Q3 		– Sell
-157
Closed -$9K – 2170
2023
Q2 		$9K Buy
+157
New +$9.04K ﹤0.01% 1341

Other funds holding JSMD

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
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blue Trust Inc's JSMD Position: Q3 2023 in Review

Blue Trust Inc sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2023, closing a stake of 157 shares — an estimated $9K sold.

Blue Trust Inc first reported a position in JSMD in Q2 2023 and held it in 1 quarter. The position peaked at $9K in Q2 2023. 53 funds tracked by Wall St. Rank hold JSMD as of Q3 2023.

  • Blue Trust Inc reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 157 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2023, an estimated $9K.
  • Blue Trust Inc first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $9K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.