Guardian Wealth Advisors (North Carolina)’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$301K	Hold	2,969	–	–	0.02%	311
2026 Q1	$236K	Hold	2,969	–	–	0.01%	319
2025 Q4	$242K	Hold	2,969	–	–	0.02%	326
2025 Q3	$248K	Hold	2,969	–	–	0.02%	312
2025 Q2	$231K	Buy	2,969 +3	+0.1%	+$216	0.02%	308
2025 Q1	$208K	Hold	2,966	–	–	0.02%	308
2024 Q4	$223K	Buy	2,966 +17	+0.6%	+$1.3K	0.02%	299
2024 Q3	$214K	Buy	+2,949	New	+$205K	0.02%	259
2024 Q2	–	Sell	-2,944	Closed	-$206K	–	454
2024 Q1	$206K	Buy	+2,944	New	+$196K	0.03%	264
2022 Q2	–	Sell	-3,615	Closed	-$220K	–	367
2022 Q1	$220K	Sell	3,615 -17,107	-83%	-$1.04M	0.09%	156
2021 Q4	$1.41M	Buy	+20,722	New	+$1.39M	0.6%	38

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JSMD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 2,969 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #311.

Guardian Wealth Advisors (North Carolina) first reported a position in JSMD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2021. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 2,969 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $301K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #311 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2021 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.41M in Q4 2021.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.