Carson Wealth (CWM LLC)’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Carson Wealth (CWM 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
2024 Q1	–	Sell	-522	Closed	-$34K	–	4523
2023 Q4	$34K	Buy	+522	New	+$31K	﹤0.01%	2415
2018 Q3	–	Sell	-700	Closed	-$30K	–	1922
2018 Q2	$30K	Buy	+700	New	+$29.1K	﹤0.01%	745

Other funds holding JSMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JSMD Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2024, closing a stake of 522 shares — an estimated $34K sold.

Carson Wealth (CWM LLC) first reported a position in JSMD in Q2 2018 and held it in 2 quarters. The position peaked at $34K in Q4 2023. 68 funds tracked by Wall St. Rank hold JSMD as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 522 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2024, an estimated $34K.
Carson Wealth (CWM LLC) first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2018 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $34K in Q4 2023.
68 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.