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

EPG Wealth Management’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
Q2 		– Sell
-2,020
Closed -$141K – 389
2025
Q1 		$141K Sell
2,020
-106
-5% -$7.88K 0.04% 241
2024
Q4 		$160K Buy
2,126
+8
+0.4% +$612 0.04% 242
2024
Q3 		$154K Buy
+2,118
New +$147K 0.04% 251
2024
Q2 		– Sell
-2,115
Closed -$142K – 266
2024
Q1 		$148K Hold
2,115
– – 0.04% 266
2023
Q4 		$139K Sell
2,115
-86
-4% -$5.11K 0.04% 257
2023
Q3 		$129K Buy
2,201
+107
+5% +$6.59K 0.04% 255
2023
Q2 		$130K Sell
2,094
-648
-24% -$37.3K 0.04% 251
2023
Q1 		$154K Hold
2,742
– – 0.05% 246
2022
Q4 		$143K Sell
2,742
-137
-5% -$7.2K 0.05% 225
2022
Q3 		$141K Buy
+2,879
New +$157K 0.06% 215
2022
Q2 		– Sell
-4,354
Closed -$265K – 320
2022
Q1 		$265K Buy
4,354
+454
+12% +$27.6K 0.09% 191
2021
Q4 		$264K Buy
3,900
+6
+0.2% +$403 0.09% 192
2021
Q3 		$253K Buy
3,894
+131
+3% +$8.81K 0.1% 177
2021
Q2 		$254K Buy
3,763
+455
+14% +$30.8K 0.11% 170
2021
Q1 		$222K Sell
3,308
-298
-8% -$19.8K 0.11% 171
2020
Q4 		$226K Buy
+3,606
New +$207K 0.14% 137
2020
Q2 		– Sell
-3,880
Closed -$139K – 478
2020
Q1 		$139K Buy
3,880
+241
+7% +$10.8K 0.1% 150
2019
Q4 		$175K Buy
+3,639
New +$166K 0.13% 109

Other funds holding JSMD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EPG Wealth Management's JSMD Position: Q2 2025 in Review

EPG Wealth Management sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2025, closing a stake of 2,020 shares — an estimated $141K sold.

EPG Wealth Management first reported a position in JSMD in Q4 2019 and held it in 18 quarters. The position peaked at $265K in Q1 2022. 97 funds tracked by Wall St. Rank hold JSMD as of Q2 2025.

  • EPG Wealth Management reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 2,020 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2025, an estimated $141K.
  • EPG Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2019 and held it in 18 quarters.
  • EPG Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $265K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.