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

Cyndeo Wealth Partners’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 		$740K Buy
7,307
+3,181
+77% +$292K 0.03% 296
2026
Q1 		$327K Buy
+4,126
New +$345K 0.02% 391

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

Cyndeo Wealth Partners's JSMD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 77% in Q2 2026, buying an estimated $292K and bringing the position to 7,307 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #296.

Cyndeo Wealth Partners first reported a position in JSMD in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Cyndeo Wealth Partners held 7,307 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $740K as of Q2 2026.
  • Cyndeo Wealth Partners bought 3,181 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $292K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #296 holding.
  • Cyndeo Wealth Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.