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

Greenline 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
Q1 		– Sell
-230
Closed -$18.8K – 314
2025
Q4 		$18.8K Buy
+230
New +$19.1K 0.02% 280

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
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
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Greenline Wealth Management's JSMD Position: Q1 2026 in Review

Greenline Wealth Management sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2026, closing a stake of 230 shares — an estimated $18.8K sold.

Greenline Wealth Management first reported a position in JSMD in Q4 2025 and held it in 1 quarter. The position peaked at $18.8K in Q4 2025. 127 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

  • Greenline Wealth Management reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 230 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2026, an estimated $18.8K.
  • Greenline Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $18.8K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.