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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$2.3M Sell
22,689
-220
-1% -$20.2K 0.62% 30
2026
Q1 		$1.82M Buy
22,909
+411
+2% +$34.4K 0.54% 29
2025
Q4 		$1.83M Sell
22,498
-82
-0.4% -$6.8K 0.54% 29
2025
Q3 		$1.89M Sell
22,580
-679
-3% -$55.1K 0.6% 29
2025
Q2 		$1.81M Sell
23,259
-556
-2% -$40.1K 0.61% 29
2025
Q1 		$1.67M Sell
23,815
-50
-0.2% -$3.71K 0.62% 29
2024
Q4 		$1.79M Buy
23,865
+106
+0.4% +$8.11K 0.72% 23
2024
Q3 		$1.73M Sell
23,759
-3,047
-11% -$212K 0.88% 18
2024
Q2 		$1.78M Buy
26,806
+151
+0.6% +$10.1K 1.02% 18
2024
Q1 		$1.86M Buy
26,655
+1,981
+8% +$132K 1.23% 18
2023
Q4 		$1.62M Buy
24,674
+787
+3% +$46.8K 1.02% 19
2023
Q3 		$1.4M Buy
23,887
+15,134
+173% +$932K 1.01% 21
2023
Q2 		$1.51M Sell
8,753
-17,015
-66% -$980K 1.12% 17
2023
Q1 		$1.45M Sell
25,768
-358
-1% -$20.1K 1.14% 17
2022
Q4 		$1.36M Buy
+26,126
New +$1.37M 1.17% 17

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JSMD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 0.96% in Q2 2026, selling an estimated $20.2K and leaving 22,689 shares worth $2.3M. The position accounts for 0.62% of the portfolio, ranked #30.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JSMD in Q4 2022 and has held it in 15 quarters since. 93 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 22,689 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $2.3M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 220 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $20.2K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.62% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #30 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2022 and has held it in 15 quarters since.
  • 93 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.