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First Heartland Consultants’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

First Heartland Consultants’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
2020
Q3 		– Sell
-239,391
Closed -$11.4M – 310
2020
Q2 		$11.4M Buy
+239,391
New +$10.2M 2.25% 7

Other funds holding JSMD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Heartland Consultants's JSMD Position: Q3 2020 in Review

First Heartland Consultants sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2020, closing a stake of 239,391 shares — an estimated $11.4M sold.

First Heartland Consultants first reported a position in JSMD in Q2 2020 and held it in 1 quarter. The position peaked at $11.4M in Q2 2020. 34 funds tracked by Wall St. Rank hold JSMD as of Q3 2020.

  • First Heartland Consultants reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2020 after selling out during the quarter.
  • First Heartland Consultants sold 239,391 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2020, an estimated $11.4M.
  • First Heartland Consultants first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2020 and held it in 1 quarter.
  • First Heartland Consultants's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $11.4M in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2020.

Based on First Heartland Consultants's 13F filing for Q3 2020, filed 21 Oct 2020.