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Concurrent Investment Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Concurrent Investment Advisors’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
2026
Q2 		$496K Buy
+4,902
New +$450K ﹤0.01% 1403

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Concurrent Investment Advisors's JSMD Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2026: 4,902 shares worth $496K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings.

153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Concurrent Investment Advisors held 4,902 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $496K as of Q2 2026.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1403 holding.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.