Gladstone Institutional Advisory’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Gladstone Institutional Advisory’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 Q1	$658K	Sell	8,291 -8,618	-51%	-$721K	0.02%	477
2025 Q4	$1.38M	Sell	16,909 -1,021	-6%	-$84.6K	0.05%	312
2025 Q3	$1.5M	Buy	17,930 +80	+0.4%	+$6.5K	0.06%	291
2025 Q2	$1.39M	Buy	17,850 +11,273	+171%	+$813K	0.06%	294
2025 Q1	$460K	Sell	6,577 -2,752	-29%	-$204K	0.02%	486
2024 Q4	$700K	Sell	9,329 -3,380	-27%	-$258K	0.03%	384
2024 Q3	$923K	Buy	12,709 +1,919	+18%	+$133K	0.05%	334
2024 Q2	$718K	Buy	10,790 +1,463	+16%	+$98.2K	0.04%	356
2024 Q1	$652K	Buy	9,327 +335	+4%	+$22.3K	0.04%	365
2023 Q4	$591K	Buy	8,992 +3,833	+74%	+$228K	0.03%	380
2023 Q3	$301K	Sell	5,159 -528	-9%	-$32.5K	0.02%	493
2023 Q2	$353K	Sell	5,687 -949	-14%	-$54.7K	0.02%	475
2023 Q1	$373K	Sell	6,636 -1,717	-21%	-$96.4K	0.02%	474
2022 Q4	$435K	Sell	8,353 -2,263	-21%	-$119K	0.03%	424
2022 Q3	$520K	Sell	10,616 -3,758	-26%	-$204K	0.04%	382
2022 Q2	$732K	Sell	14,374 -971	-6%	-$53.2K	0.06%	332
2022 Q1	$935K	Sell	15,345 -7,067	-32%	-$429K	0.06%	304
2021 Q4	$1.52M	Buy	22,412 +658	+3%	+$44.2K	0.12%	223
2021 Q3	$1.41M	Buy	21,754 +1,361	+7%	+$91.5K	0.14%	191
2021 Q2	$1.38M	Sell	20,393 -810	-4%	-$54.8K	0.16%	146
2021 Q1	$1.42M	Buy	21,203 +617	+3%	+$41K	0.22%	105
2020 Q4	$1.29M	Buy	20,586 +1,959	+11%	+$113K	0.26%	85
2020 Q3	$963K	Buy	18,627 +1,011	+6%	+$51.7K	0.23%	99
2020 Q2	$839K	Sell	17,616 -363	-2%	-$15.5K	0.21%	95
2020 Q1	$642K	Sell	17,979 -4,526	-20%	-$202K	0.17%	122
2019 Q4	$1.08M	Buy	22,505 +1,516	+7%	+$69.2K	0.27%	81
2019 Q3	$919K	Sell	20,989 -2,272	-10%	-$101K	0.23%	89
2019 Q2	$1.05M	Buy	+23,261	New	+$1.02M	0.32%	62

Other funds holding JSMD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gladstone Institutional Advisory's JSMD Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 51% in Q1 2026, selling an estimated $721K and leaving 8,291 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #477.

Gladstone Institutional Advisory first reported a position in JSMD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.52M in Q4 2021. 126 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

Gladstone Institutional Advisory held 8,291 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $658K as of Q1 2026.
Gladstone Institutional Advisory sold 8,618 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2026, an estimated $721K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #477 holding.
Gladstone Institutional Advisory first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2019 and has held it in 28 quarters since.
Gladstone Institutional Advisory's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.52M in Q4 2021.
126 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.