Kestra Advisory Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Kestra Advisory Services’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 Q1	$1.9M	Sell	23,942 -1,960	-8%	-$164K	0.01%	1337
2025 Q4	$2.11M	Buy	25,902 +1,100	+4%	+$91.2K	0.01%	1175
2025 Q3	$2.07M	Buy	24,802 +19,480	+366%	+$1.58M	0.01%	1129
2025 Q2	$413K	Buy	5,322 +1,933	+57%	+$139K	﹤0.01%	2106
2025 Q1	$237K	Sell	3,389 -782	-19%	-$58.1K	﹤0.01%	2352
2024 Q4	$313K	Buy	4,171 +764	+22%	+$58.4K	﹤0.01%	2186
2024 Q3	$247K	Sell	3,407 -706	-17%	-$49K	﹤0.01%	2217
2024 Q2	$274K	Buy	4,113 +710	+21%	+$47.6K	﹤0.01%	2170
2024 Q1	$238K	Sell	3,403 -333	-9%	-$22.1K	﹤0.01%	2159
2023 Q4	$246K	Buy	3,736 +231	+7%	+$13.7K	﹤0.01%	1979
2023 Q3	$205K	Buy	+3,505	New	+$216K	﹤0.01%	1920

Other funds holding JSMD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Advisory Services's JSMD Position: Q1 2026 in Review

Kestra Advisory Services reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 7.6% in Q1 2026, selling an estimated $164K and leaving 23,942 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1337.

Kestra Advisory Services first reported a position in JSMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2025. 126 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

Kestra Advisory Services held 23,942 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.9M as of Q1 2026.
Kestra Advisory Services sold 1,960 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2026, an estimated $164K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1337 holding.
Kestra Advisory Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2023 and has held it in 11 quarters since.
Kestra Advisory Services's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $2.11M in Q4 2025.
126 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.