Kingsview Wealth Management’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Kingsview Wealth Management’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
2024 Q2	–	Sell	-7,091	Closed	-$429K	–	1086
2024 Q1	$429K	Sell	7,091 -313	-4%	-$18.2K	0.01%	704
2023 Q4	$437K	Buy	7,404 +224	+3%	+$11.7K	0.01%	666
2023 Q3	$366K	Buy	7,180 +31	+0.4%	+$1.71K	0.01%	700
2023 Q2	$406K	Sell	7,149 -28,972	-80%	-$1.49M	0.02%	646
2023 Q1	$1.81M	Buy	36,121 +28,215	+357%	+$1.43M	0.08%	257
2022 Q4	$360K	Buy	7,906 +1,236	+19%	+$58.2K	0.02%	607
2022 Q3	$296K	Buy	6,670 +1,058	+19%	+$52.6K	0.01%	644
2022 Q2	$262K	Buy	5,612 +236	+4%	+$12K	0.01%	701
2022 Q1	$309K	Sell	5,376 -98	-2%	-$5.61K	0.01%	696
2021 Q4	$356K	Buy	5,474 +1,612	+42%	+$106K	0.01%	667
2021 Q3	$251K	Buy	3,862 +260	+7%	+$17.6K	0.01%	733
2021 Q2	$247K	Buy	+3,602	New	+$244K	0.01%	761

Other funds holding JSML

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kingsview Wealth Management's JSML Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q2 2024, closing a stake of 7,091 shares — an estimated $429K sold.

Kingsview Wealth Management first reported a position in JSML in Q2 2021 and held it in 12 quarters. The position peaked at $1.81M in Q1 2023. 58 funds tracked by Wall St. Rank hold JSML as of Q2 2024.

Kingsview Wealth Management reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 7,091 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2024, an estimated $429K.
Kingsview Wealth Management first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2021 and held it in 12 quarters.
Kingsview Wealth Management's Janus Henderson Small Cap Growth Alpha ETF position peaked at $1.81M in Q1 2023.
58 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.