Independent Financial Group’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Independent Financial Group’s Portfolio JSML Stock Details JSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,496	Closed	-$552K	–	816
2021 Q4	$552K	Sell	8,496 -325	-4%	-$21.4K	0.05%	395
2021 Q3	$573K	Buy	8,821 +1,896	+27%	+$128K	0.06%	329
2021 Q2	$474K	Buy	6,925 +22	+0.3%	+$1.49K	0.05%	383
2021 Q1	$466K	Buy	6,903 +757	+12%	+$51.5K	0.06%	348
2020 Q4	$389K	Sell	6,146 -173	-3%	-$9.57K	0.06%	360
2020 Q3	$298K	Buy	6,319 +117	+2%	+$5.6K	0.06%	350
2020 Q2	$284K	Buy	+6,202	New	+$254K	0.06%	326

Other funds holding JSML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Independent Financial Group's JSML Position: Q1 2022 in Review

Independent Financial Group sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q1 2022, closing a stake of 8,496 shares — an estimated $552K sold.

Independent Financial Group first reported a position in JSML in Q2 2020 and held it in 7 quarters. The position peaked at $573K in Q3 2021. 40 funds tracked by Wall St. Rank hold JSML as of Q1 2022.

Independent Financial Group reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q1 2022 after selling out during the quarter.
Independent Financial Group sold 8,496 Janus Henderson Small Cap Growth Alpha ETF shares in Q1 2022, an estimated $552K.
Independent Financial Group first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2020 and held it in 7 quarters.
Independent Financial Group's Janus Henderson Small Cap Growth Alpha ETF position peaked at $573K in Q3 2021.
40 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.