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

Carson Wealth (CWM LLC)’s Portfolio JSML Stock Details JSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.57M	Sell	136,624 -1,976	-1%	-$147K	0.03%	572
2025 Q4	$10.2M	Sell	138,600 -36,424	-21%	-$2.71M	0.03%	519
2025 Q3	$13.1M	Sell	175,024 -18,116	-9%	-$1.29M	0.04%	384
2025 Q2	$13M	Buy	193,140 +3,798	+2%	+$237K	0.05%	334
2025 Q1	$11.5M	Buy	189,342 +115,960	+158%	+$7.54M	0.05%	319
2024 Q4	$4.81M	Buy	73,382 +11,005	+18%	+$750K	0.02%	483
2024 Q3	$4.08M	Buy	62,377 +10,151	+19%	+$631K	0.02%	491
2024 Q2	$3.08M	Buy	52,226 +7,825	+18%	+$459K	0.01%	529
2024 Q1	$2.69M	Buy	44,401 +8,228	+23%	+$478K	0.01%	548
2023 Q4	$2.13M	Buy	36,173 +181	+0.5%	+$9.47K	0.01%	566
2023 Q3	$1.83M	Buy	35,992 +35,531	+7,707%	+$1.96M	0.01%	563
2023 Q2	$26K	Buy	+461	New	+$23.8K	﹤0.01%	2455

Other funds holding JSML

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JSML Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Janus Henderson Small Cap Growth Alpha ETF (JSML) stake by 1.4% in Q1 2026, selling an estimated $147K and leaving 136,624 shares worth $9.57M. The position accounts for 0.03% of the portfolio, ranked #572.

Carson Wealth (CWM LLC) first reported a position in JSML in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q3 2025. 75 funds tracked by Wall St. Rank hold JSML as of Q1 2026.

Carson Wealth (CWM LLC) held 136,624 shares of Janus Henderson Small Cap Growth Alpha ETF worth $9.57M as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,976 Janus Henderson Small Cap Growth Alpha ETF shares in Q1 2026, an estimated $147K.
Janus Henderson Small Cap Growth Alpha ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #572 holding.
Carson Wealth (CWM LLC) first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Janus Henderson Small Cap Growth Alpha ETF position peaked at $13.1M in Q3 2025.
75 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.