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

Fourth Dimension Wealth’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
-200
Closed -$14K – 628
2025
Q1 		$14K Hold
200
– – 0.01% 368
2024
Q4 		$15K Buy
+200
New +$15.3K 0.01% 363

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

Fourth Dimension Wealth's JSMD Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2025, closing a stake of 200 shares — an estimated $14K sold.

Fourth Dimension Wealth first reported a position in JSMD in Q4 2024 and held it in 2 quarters. The position peaked at $15K in Q4 2024. 97 funds tracked by Wall St. Rank hold JSMD as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 200 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2025, an estimated $14K.
  • Fourth Dimension Wealth first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $15K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2025.

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