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EPG Wealth Management’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

EPG Wealth Management’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
2024
Q2 		– Sell
-57
Closed -$3.45K – 455
2024
Q1 		$3.45K Buy
+57
New +$3.31K ﹤0.01% 423
2022
Q1 		– Sell
-486
Closed -$32K – 421
2021
Q4 		$32K Buy
+486
New +$32K 0.01% 316

Other funds holding JSML

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EPG Wealth Management's JSML Position: Q2 2024 in Review

EPG Wealth Management sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q2 2024, closing a stake of 57 shares — an estimated $3.45K sold.

EPG Wealth Management first reported a position in JSML in Q4 2021 and held it in 2 quarters. The position peaked at $32K in Q4 2021. 58 funds tracked by Wall St. Rank hold JSML as of Q2 2024.

  • EPG Wealth Management reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 57 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2024, an estimated $3.45K.
  • EPG Wealth Management first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q4 2021 and held it in 2 quarters.
  • EPG Wealth Management's Janus Henderson Small Cap Growth Alpha ETF position peaked at $32K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.