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

Creative Financial Designs’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	$144K	Hold	1,419	–	–	0.01%	686
2026 Q1	$113K	Sell	1,419 -524	-27%	-$43.9K	0.01%	653
2025 Q4	$159K	Sell	1,943 -300	-13%	-$24.9K	0.01%	533
2025 Q3	$188K	Hold	2,243	–	–	0.01%	488
2025 Q2	$174K	Buy	2,243 +25	+1%	+$1.8K	0.01%	521
2025 Q1	$155K	Sell	2,218 -40	-2%	-$2.97K	0.01%	510
2024 Q4	$170K	Buy	2,258 +650	+40%	+$49.7K	0.01%	485
2024 Q3	$117K	Buy	1,608 +151	+10%	+$10.5K	0.01%	564
2024 Q2	$96.9K	Hold	1,457	–	–	0.01%	588
2024 Q1	$102K	Buy	1,457 +525	+56%	+$34.9K	0.01%	566
2023 Q4	$61.3K	Buy	932 +30	+3%	+$1.78K	0.01%	626
2023 Q3	$52.7K	Buy	902 +175	+24%	+$10.8K	0.01%	622
2023 Q2	$45.2K	Hold	727	–	–	0.01%	658
2023 Q1	$40.8K	Hold	727	–	–	0.01%	640
2022 Q4	$37.9K	Hold	727	–	–	0.01%	621
2022 Q3	$36K	Hold	727	–	–	0.01%	611
2022 Q2	$37K	Hold	727	–	–	0.01%	605
2022 Q1	$44K	Hold	727	–	–	0.01%	587
2021 Q4	$49K	Hold	727	–	–	0.01%	575
2021 Q3	$47K	Hold	727	–	–	0.01%	630
2021 Q2	$49K	Hold	727	–	–	0.01%	606
2021 Q1	$49K	Hold	727	–	–	0.01%	571
2020 Q4	$46K	Hold	727	–	–	0.01%	530
2020 Q3	$38K	Hold	727	–	–	0.01%	522
2020 Q2	$35K	Buy	+727	New	+$31K	0.01%	483

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Creative Financial Designs's JSMD Position: Q2 2026 in Review

Creative Financial Designs held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 1,419 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #686.

Creative Financial Designs first reported a position in JSMD in Q2 2020 and has held it in 25 quarters since. The position peaked at $188K in Q3 2025. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Creative Financial Designs held 1,419 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $144K as of Q2 2026.
Creative Financial Designs left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #686 holding.
Creative Financial Designs first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $188K in Q3 2025.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.