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Cedar Brook Financial Partners’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Cedar Brook Financial Partners’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
2022
Q1 		– Sell
-3,018
Closed -$205K – 389
2021
Q4 		$205K Buy
+3,018
New +$203K 0.05% 359

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cedar Brook Financial Partners's JSMD Position: Q1 2022 in Review

Cedar Brook Financial Partners sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2022, closing a stake of 3,018 shares — an estimated $205K sold.

Cedar Brook Financial Partners first reported a position in JSMD in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 41 funds tracked by Wall St. Rank hold JSMD as of Q1 2022.

  • Cedar Brook Financial Partners reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,018 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2022, an estimated $205K.
  • Cedar Brook Financial Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2021 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $205K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2022, filed 6 Apr 2022.