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 Q3	$625K	Sell	7,279 -538	-7%	-$47.9K	0.05%	109
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth's JSML Position: Q3 2026 in Review

KWB Wealth reduced its Janus Henderson Small Cap Growth Alpha ETF (JSML) stake by 6.9% in Q3 2026, selling an estimated $47.9K and leaving 7,279 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #109.

KWB Wealth first reported a position in JSML in Q4 2023 and has held it in 12 quarters since. The position peaked at $727K in Q2 2026. 14 funds tracked by Wall St. Rank hold JSML as of Q3 2026.

KWB Wealth held 7,279 shares of Janus Henderson Small Cap Growth Alpha ETF worth $625K as of Q3 2026.
KWB Wealth sold 538 Janus Henderson Small Cap Growth Alpha ETF shares in Q3 2026, an estimated $47.9K.
Janus Henderson Small Cap Growth Alpha ETF made up 0.05% of KWB Wealth's portfolio in Q3 2026, its #109 holding.
KWB Wealth first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q4 2023 and has held it in 12 quarters since.
KWB Wealth's Janus Henderson Small Cap Growth Alpha ETF position peaked at $727K in Q2 2026.
14 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.