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Golden State Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Golden State Wealth Management’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 		$186K Sell
1,839
-401
-18% -$36.8K 0.02% 429
2026
Q1 		$178K Sell
2,240
-885
-28% -$74.1K 0.02% 398
2025
Q4 		$255K Sell
3,125
-1,338
-30% -$111K 0.03% 352
2025
Q3 		$373K Sell
4,463
-430
-9% -$34.9K 0.04% 290
2025
Q2 		$380K Buy
4,893
+1,856
+61% +$134K 0.05% 281
2025
Q1 		$213K Buy
+3,037
New +$226K 0.03% 329

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Golden State Wealth Management's JSMD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 18% in Q2 2026, selling an estimated $36.8K and leaving 1,839 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #429.

Golden State Wealth Management first reported a position in JSMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q2 2025. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Golden State Wealth Management held 1,839 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $186K as of Q2 2026.
  • Golden State Wealth Management sold 401 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $36.8K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Golden State Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2025 and has held it in 6 quarters since.
  • Golden State Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $380K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.