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

Capital Investment 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
2025
Q1 		– Sell
-650
Closed -$48.8K – 1019
2024
Q4 		$48.8K Hold
650
– – ﹤0.01% 658
2024
Q3 		$47.2K Buy
650
+275
+73% +$19.1K ﹤0.01% 696
2024
Q2 		$24.9K Buy
+375
New +$25.2K ﹤0.01% 751

Other funds holding JSMD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Investment Advisory Services's JSMD Position: Q1 2025 in Review

Capital Investment Advisory Services sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2025, closing a stake of 650 shares — an estimated $48.8K sold.

Capital Investment Advisory Services first reported a position in JSMD in Q2 2024 and held it in 3 quarters. The position peaked at $48.8K in Q4 2024. 85 funds tracked by Wall St. Rank hold JSMD as of Q1 2025.

  • Capital Investment Advisory Services reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 650 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2025, an estimated $48.8K.
  • Capital Investment Advisory Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2024 and held it in 3 quarters.
  • Capital Investment Advisory Services's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $48.8K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2025.

Based on Capital Investment Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.