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

KWB Wealth’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
2026
Q2 		$727K Sell
7,817
-541
-6% -$45.2K 0.06% 97
2026
Q1 		$615K Hold
8,358
– – 0.06% 87
2025
Q4 		$615K Buy
8,358
+26
+0.3% +$1.93K 0.06% 93
2025
Q3 		$562K Buy
8,332
+2,117
+34% +$150K 0.06% 84
2025
Q2 		$378K Sell
6,215
-29
-0.5% -$1.81K 0.05% 107
2025
Q1 		$409K Sell
6,244
-391
-6% -$25.4K 0.05% 106
2024
Q4 		$434K Sell
6,635
-57
-0.9% -$3.88K 0.05% 94
2024
Q3 		$395K Buy
6,692
+164
+3% +$10.2K 0.05% 93
2024
Q2 		$395K Hold
6,528
– – 0.05% 93
2024
Q1 		$395K Sell
6,528
-422
-6% -$24.5K 0.05% 93
2023
Q4 		$410K Buy
+6,950
New +$364K 0.06% 85

Other funds holding JSML

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

KWB Wealth's JSML Position: Q2 2026 in Review

KWB Wealth reduced its Janus Henderson Small Cap Growth Alpha ETF (JSML) stake by 6.5% in Q2 2026, selling an estimated $45.2K and leaving 7,817 shares worth $727K. The position accounts for 0.06% of the portfolio, ranked #97.

KWB Wealth first reported a position in JSML in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold JSML as of Q2 2026.

  • KWB Wealth held 7,817 shares of Janus Henderson Small Cap Growth Alpha ETF worth $727K as of Q2 2026.
  • KWB Wealth sold 541 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2026, an estimated $45.2K.
  • Janus Henderson Small Cap Growth Alpha ETF made up 0.06% of KWB Wealth's portfolio in Q2 2026, its #97 holding.
  • KWB Wealth first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q4 2023 and has held it in 11 quarters since.
  • 17 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.