Channel Wealth’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Channel Wealth’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
2023 Q3	–	Sell	-3,463	Closed	-$215K	–	184
2023 Q2	$215K	Sell	3,463 -261	-7%	-$15K	0.12%	166
2023 Q1	$209K	Buy	+3,724	New	+$209K	0.13%	184

Other funds holding JSMD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Channel Wealth's JSMD Position: Q3 2023 in Review

Channel Wealth sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2023, closing a stake of 3,463 shares — an estimated $215K sold.

Channel Wealth first reported a position in JSMD in Q1 2023 and held it in 2 quarters. The position peaked at $215K in Q2 2023. 53 funds tracked by Wall St. Rank hold JSMD as of Q3 2023.

Channel Wealth reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2023 after selling out during the quarter.
Channel Wealth sold 3,463 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2023, an estimated $215K.
Channel Wealth first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2023 and held it in 2 quarters.
Channel Wealth's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $215K in Q2 2023.
53 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2023.

Based on Channel Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.