Horizon Investments’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Horizon Investments’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
2021 Q4	–	Sell	-115,976	Closed	-$7.53M	–	502
2021 Q3	$7.53M	Buy	115,976 +1,885	+2%	+$127K	0.2%	59
2021 Q2	$7.71M	Buy	114,091 +3,477	+3%	+$235K	0.23%	57
2021 Q1	$7.42M	Buy	+110,614	New	+$7.35M	0.27%	45
2020 Q4	–	Sell	-112,690	Closed	-$5.83M	–	251
2020 Q3	$5.83M	Sell	112,690 -112,690	-50%	-$5.76M	0.21%	61
2020 Q2	$10.7M	Buy	225,380 +108,969	+94%	+$4.64M	0.26%	42
2020 Q1	$4.16M	Hold	116,411	–	–	0.2%	39
2019 Q4	$5.6M	Sell	116,411 -6,742	-5%	-$308K	0.25%	58
2019 Q3	$5.39M	Hold	123,153	–	–	0.22%	51
2019 Q2	$5.57M	Buy	+123,153	New	+$5.42M	0.16%	43

Other funds holding JSMD

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Horizon Investments's JSMD Position: Q4 2021 in Review

Horizon Investments sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q4 2021, closing a stake of 115,976 shares — an estimated $7.53M sold.

Horizon Investments first reported a position in JSMD in Q2 2019 and held it in 9 quarters. The position peaked at $10.7M in Q2 2020. 41 funds tracked by Wall St. Rank hold JSMD as of Q4 2021.

Horizon Investments reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q4 2021 after selling out during the quarter.
Horizon Investments sold 115,976 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2021, an estimated $7.53M.
Horizon Investments first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2019 and held it in 9 quarters.
Horizon Investments's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $10.7M in Q2 2020.
41 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2021.

Based on Horizon Investments's 13F filing for Q4 2021, filed 15 Feb 2022.