IFP Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

IFP Advisors’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 Q3	$1.36M	Buy	15,197 +894	+6%	+$84.2K	0.02%	648
2026 Q2	$1.45M	Buy	14,303 +997	+7%	+$91.6K	0.03%	599
2026 Q1	$1.06M	Buy	13,306 +12,655	+1,944%	+$1.06M	0.02%	666
2025 Q4	$53.1K	Hold	651	–	–	﹤0.01%	2165
2025 Q3	$54.4K	Hold	651	–	–	﹤0.01%	2033
2025 Q2	$50.6K	Hold	651	–	–	﹤0.01%	2047
2025 Q1	$45.6K	Hold	651	–	–	﹤0.01%	1935
2024 Q4	$48.9K	Hold	651	–	–	﹤0.01%	1847
2024 Q3	$47.3K	Buy	651 +360	+124%	+$25K	﹤0.01%	1763
2024 Q2	$19.4K	Hold	291	–	–	﹤0.01%	2102
2024 Q1	$20.3K	Hold	291	–	–	﹤0.01%	1961
2023 Q4	$19.1K	Buy	+291	New	+$17.3K	﹤0.01%	1935
2022 Q4	–	Sell	-27	Closed	-$1K	–	4721
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	4588
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	4362
2022 Q1	$1K	Buy	+27	New	+$1.64K	﹤0.01%	4361
2018 Q4	–	Sell	-198	Closed	-$9K	–	3709
2018 Q3	$9K	Hold	198	–	–	﹤0.01%	2906
2018 Q2	$8K	Buy	+198	New	+$8.22K	﹤0.01%	3036
2017 Q3	–	Sell	-923	Closed	-$31K	–	4138
2017 Q2	$31K	Sell	923 -16,890	-95%	-$564K	﹤0.01%	2296
2017 Q1	$581K	Buy	17,813 +7,843	+79%	+$252K	0.03%	612
2016 Q4	$312K	Buy	+9,970	New	+$303K	0.02%	834

Other funds holding JSMD

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IFP Advisors's JSMD Position: Q3 2026 in Review

IFP Advisors increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 6.3% in Q3 2026, buying an estimated $84.2K and bringing the position to 15,197 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #648.

IFP Advisors first reported a position in JSMD in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.45M in Q2 2026. 46 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

IFP Advisors held 15,197 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.36M as of Q3 2026.
IFP Advisors bought 894 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2026, an estimated $84.2K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #648 holding.
IFP Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2016 and has held it in 20 quarters since.
IFP Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.45M in Q2 2026.
46 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.