FEM
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Fulcrum Equity Management’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-12,454
Closed -$841K – 209
2021
Q1 		$841K Buy
+12,454
New +$847K 0.33% 79

Other funds holding JSML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Fulcrum Equity Management's JSML Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q2 2021, closing a stake of 12,454 shares — an estimated $841K sold.

Fulcrum Equity Management first reported a position in JSML in Q1 2021 and held it in 1 quarter. The position peaked at $841K in Q1 2021. 40 funds tracked by Wall St. Rank hold JSML as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 12,454 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2021, an estimated $841K.
  • Fulcrum Equity Management first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Janus Henderson Small Cap Growth Alpha ETF position peaked at $841K in Q1 2021.
  • 40 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.