Integrated Wealth Concepts’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Integrated Wealth Concepts’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 Q2	$51.1K	Buy	+505	New	+$46.4K	﹤0.01%	3346

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Integrated Wealth Concepts's JSMD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2026: 505 shares worth $51.1K. The stake represents ﹤0.01% of the portfolio and ranks #3346 among its holdings.

153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Integrated Wealth Concepts held 505 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $51.1K as of Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF was a new Integrated Wealth Concepts position in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3346 holding.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.