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 Q3	$13.8K	Hold	155	–	–	﹤0.01%	919
2026 Q2	$15.7K	Hold	155	–	–	﹤0.01%	870
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bogart Wealth LLC's JSMD Position: Q3 2026 in Review

Bogart Wealth LLC held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q3 2026 at 155 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Bogart Wealth LLC first reported a position in JSMD in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q2 2024. 92 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

Bogart Wealth LLC held 155 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $13.8K as of Q3 2026.
Bogart Wealth LLC left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q3 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #919 holding.
Bogart Wealth LLC first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2023 and has held it in 13 quarters since.
Bogart Wealth LLC's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.8M in Q2 2024.
92 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.