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

Evergreen Wealth Solutions’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 		$3.96M Sell
40,666
-26,574
-40% -$2.44M 0.21% 86
2026
Q1 		$5.34M Buy
67,240
+1,491
+2% +$125K 0.38% 52
2025
Q4 		$5.36M Buy
+65,749
New +$5.45M 0.75% 28

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

Evergreen Wealth Solutions's JSMD Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 40% in Q2 2026, selling an estimated $2.44M and leaving 40,666 shares worth $3.96M. The position accounts for 0.21% of the portfolio, ranked #86.

Evergreen Wealth Solutions first reported a position in JSMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.36M in Q4 2025. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Evergreen Wealth Solutions held 40,666 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $3.96M as of Q2 2026.
  • Evergreen Wealth Solutions sold 26,574 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $2.44M.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.21% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #86 holding.
  • Evergreen Wealth Solutions first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $5.36M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.