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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Bogart Wealth LLC's JSMD Position: Q2 2026 in Review

Bogart Wealth LLC held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 155 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Bogart Wealth LLC first reported a position in JSMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q2 2024. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Bogart Wealth LLC held 155 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $15.7K as of Q2 2026.
  • Bogart Wealth LLC left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q2 2026.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #870 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 12 quarters since.
  • Bogart Wealth LLC's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.8M in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.