Capital Advisors Ltd’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Capital Advisors Ltd’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	$181K	Hold	1,787	–	–	0.02%	312
2026 Q1	$142K	Buy	1,787 +85	+5%	+$7.12K	0.02%	332
2025 Q4	$139K	Hold	1,702	–	–	0.02%	322
2025 Q3	$142K	Hold	1,702	–	–	0.02%	321
2025 Q2	$132K	Buy	1,702 +100	+6%	+$7.21K	0.02%	318
2025 Q1	$112K	Hold	1,602	–	–	0.01%	326
2024 Q4	$120K	Buy	1,602 +1	+0.1%	+$76	0.02%	322
2024 Q3	$116K	Hold	1,601	–	–	0.01%	327
2024 Q2	$107K	Buy	1,601 +750	+88%	+$50.3K	0.01%	333
2024 Q1	$60K	Buy	851 +725	+575%	+$48.2K	0.01%	416
2023 Q4	$8K	Hold	126	–	–	﹤0.01%	729
2023 Q3	$7K	Hold	126	–	–	﹤0.01%	738
2023 Q2	$8K	Buy	126 +1	+0.8%	+$58	﹤0.01%	733
2023 Q1	$7K	Hold	125	–	–	﹤0.01%	618
2022 Q4	$7K	Hold	125	–	–	﹤0.01%	605
2022 Q3	$6K	Hold	125	–	–	﹤0.01%	605
2022 Q2	$6K	Sell	125 -27	-18%	-$1.48K	﹤0.01%	554
2022 Q1	$9K	Hold	152	–	–	﹤0.01%	537
2021 Q4	$10K	Hold	152	–	–	﹤0.01%	522
2021 Q3	$10K	Buy	+152	New	+$10.2K	﹤0.01%	434

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

Capital Advisors Ltd's JSMD Position: Q2 2026 in Review

Capital Advisors Ltd held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 1,787 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #312.

Capital Advisors Ltd first reported a position in JSMD in Q3 2021 and has held it in 20 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Capital Advisors Ltd held 1,787 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $181K as of Q2 2026.
Capital Advisors Ltd 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 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #312 holding.
Capital Advisors Ltd first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2021 and has held it in 20 quarters since.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.