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 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 $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 $392M AUM

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s JSMD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q1 2026 at 2,969 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #319.

Guardian Wealth Advisors (North Carolina) first reported a position in JSMD in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2021. 126 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,969 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $236K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q1 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #319 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 10 quarters since.
Guardian Wealth Advisors (North Carolina)'s Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.41M 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.