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Capital Asset Advisory Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Capital Asset Advisory Services’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
2018
Q1 		– Sell
-6,508
Closed -$253K – 101
2017
Q4 		$253K Buy
6,508
+304
+5% +$11.3K 0.23% 94
2017
Q3 		$222K Buy
6,204
+50
+0.8% +$1.73K 0.2% 101
2017
Q2 		$211K Buy
+6,154
New +$206K 0.14% 124

Other funds holding JSMD

AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Asset Advisory Services's JSMD Position: Q1 2018 in Review

Capital Asset Advisory Services sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2018, closing a stake of 6,508 shares — an estimated $253K sold.

Capital Asset Advisory Services first reported a position in JSMD in Q2 2017 and held it in 3 quarters. The position peaked at $253K in Q4 2017. 8 funds tracked by Wall St. Rank hold JSMD as of Q1 2018.

  • Capital Asset Advisory Services reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2018 after selling out during the quarter.
  • Capital Asset Advisory Services sold 6,508 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2018, an estimated $253K.
  • Capital Asset Advisory Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2017 and held it in 3 quarters.
  • Capital Asset Advisory Services's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $253K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2018.

Based on Capital Asset Advisory Services's 13F filing for Q1 2018, filed 16 May 2018.