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

Kestra Private Wealth 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 Q2	$1.22M	Sell	12,064 -178	-1%	-$16.3K	0.01%	801
2026 Q1	$971K	Buy	12,242 +4,528	+59%	+$379K	0.01%	854
2025 Q4	$629K	Buy	+7,714	New	+$639K	0.01%	1039

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 22.9% 1-Year Est. Return

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

Kestra Private Wealth Services's JSMD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 1.5% in Q2 2026, selling an estimated $16.3K and leaving 12,064 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #801.

Kestra Private Wealth Services first reported a position in JSMD in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Kestra Private Wealth Services held 12,064 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.22M as of Q2 2026.
Kestra Private Wealth Services sold 178 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $16.3K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #801 holding.
Kestra Private Wealth Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 3 quarters since.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.