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Bogart Wealth LLC’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Bogart Wealth LLC’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 		$12.3K Hold
155
– – ﹤0.01% 861
2025
Q4 		$12.6K Hold
155
– – ﹤0.01% 812
2025
Q3 		$13K Hold
155
– – ﹤0.01% 773
2025
Q2 		$12K Hold
155
– – ﹤0.01% 755
2025
Q1 		$10.8K Sell
155
-70
-31% -$5.2K ﹤0.01% 731
2024
Q4 		$16.9K Sell
225
-98
-30% -$7.5K ﹤0.01% 621
2024
Q3 		$23.5K Sell
323
-26,790
-99% -$1.86M ﹤0.01% 531
2024
Q2 		$1.8M Buy
27,113
+1,330
+5% +$89.2K 0.09% 112
2024
Q1 		$1.8M Buy
25,783
+1,484
+6% +$98.6K 0.09% 107
2023
Q4 		$1.6M Buy
24,299
+2,463
+11% +$146K 0.09% 112
2023
Q3 		$1.28M Buy
+21,836
New +$1.34M 0.08% 117

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $376B 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 $528B 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