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Comprehensive Financial Planning’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Comprehensive Financial Planning’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
Q3 		– Sell
-55
Closed -$4.31K – 352
2025
Q2 		$4.31K Hold
55
– – ﹤0.01% 268
2025
Q1 		$3.88K Sell
55
-5
-8% -$371 ﹤0.01% 263
2024
Q4 		$4.54K Buy
+60
New +$4.59K ﹤0.01% 282

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Comprehensive Financial Planning's JSMD Position: Q3 2025 in Review

Comprehensive Financial Planning sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2025, closing a stake of 55 shares — an estimated $4.31K sold.

Comprehensive Financial Planning first reported a position in JSMD in Q4 2024 and held it in 3 quarters. The position peaked at $4.54K in Q4 2024. 106 funds tracked by Wall St. Rank hold JSMD as of Q3 2025.

  • Comprehensive Financial Planning reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 55 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2025, an estimated $4.31K.
  • Comprehensive Financial Planning first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2024 and held it in 3 quarters.
  • Comprehensive Financial Planning's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $4.54K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2025.

Based on Comprehensive Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.