Key Client Fiduciary Advisors’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Key Client Fiduciary Advisors’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 Q2	–	Sell	-3,796	Closed	-$218K	–	120
2022 Q1	$218K	Sell	3,796 -73	-2%	-$4.18K	0.17%	115
2021 Q4	$252K	Buy	+3,869	New	+$254K	0.21%	106

Other funds holding JSML

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

GVAG

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

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 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

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

Key Client Fiduciary Advisors's JSML Position: Q2 2022 in Review

Key Client Fiduciary Advisors sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q2 2022, closing a stake of 3,796 shares — an estimated $218K sold.

Key Client Fiduciary Advisors first reported a position in JSML in Q4 2021 and held it in 2 quarters. The position peaked at $252K in Q4 2021. 40 funds tracked by Wall St. Rank hold JSML as of Q2 2022.

Key Client Fiduciary Advisors reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q2 2022 after selling out during the quarter.
Key Client Fiduciary Advisors sold 3,796 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2022, an estimated $218K.
Key Client Fiduciary Advisors first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q4 2021 and held it in 2 quarters.
Key Client Fiduciary Advisors's Janus Henderson Small Cap Growth Alpha ETF position peaked at $252K in Q4 2021.
40 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2022.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.