IFP Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | +$26.1K | ﹤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 | +$19.1K | ﹤0.01% | 1935 |
|
2022
Q4 | – | Sell |
-27
| Closed | -$1K | – | 4723 |
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 4590 |
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 4363 |
|
2022
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 4363 |
|
2018
Q4 | – | Sell |
-198
| Closed | -$9K | – | 3661 |
|
2018
Q3 | $9K | Hold |
198
| – | – | ﹤0.01% | 2871 |
|
2018
Q2 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 2993 |
|
2017
Q3 | – | Sell |
-923
| Closed | -$31K | – | 4098 |
|
2017
Q2 | $31K | Sell |
923
-16,890
| -95% | -$567K | ﹤0.01% | 2276 |
|
2017
Q1 | $581K | Buy |
17,813
+7,843
| +79% | +$256K | 0.03% | 611 |
|
2016
Q4 | $312K | Buy |
+9,970
| New | +$312K | 0.02% | 833 |
|