Creative Planning
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Creative Planning’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Creative Planning’s Portfolio JSML Stock Details JSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,547
Closed -$1.2M – 2927
2023
Q3 		$1.2M Buy
+23,547
New +$1.3M ﹤0.01% 1082

Other funds holding JSML

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's JSML Position: Q4 2023 in Review

Creative Planning sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q4 2023, closing a stake of 23,547 shares — an estimated $1.2M sold.

Creative Planning first reported a position in JSML in Q3 2023 and held it in 1 quarter. The position peaked at $1.2M in Q3 2023. 51 funds tracked by Wall St. Rank hold JSML as of Q4 2023.

  • Creative Planning reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 23,547 Janus Henderson Small Cap Growth Alpha ETF shares in Q4 2023, an estimated $1.2M.
  • Creative Planning first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's Janus Henderson Small Cap Growth Alpha ETF position peaked at $1.2M in Q3 2023.
  • 51 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.