Ladenburg Thalmann Financial Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$2.89M	Buy	59,810 +3,484	+6%	+$159K	0.02%	705
2019 Q3	$2.46M	Buy	56,326 +2,158	+4%	+$96.1K	0.02%	730
2019 Q2	$2.46M	Buy	54,168 +33,242	+159%	+$1.46M	0.02%	717
2019 Q1	$903K	Sell	20,926 -945	-4%	-$39.5K	0.01%	1255
2018 Q4	$811K	Sell	21,871 -10,471	-32%	-$425K	0.01%	1185
2018 Q3	$1.48M	Sell	32,342 -789	-2%	-$35.6K	0.01%	883
2018 Q2	$1.3M	Hold	33,131	–	–	0.01%	913
2018 Q1	$1.3M	Buy	33,131 +26,563	+404%	+$1.07M	0.01%	913
2017 Q4	$255K	Buy	+6,568	New	+$244K	﹤0.01%	2034
2016 Q2	–	Sell	-100	Closed	-$3K	–	4785
2016 Q1	$3K	Buy	+100	New	+$2.62K	﹤0.01%	4259

Other funds holding JSMD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JSMD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 6.2% in Q4 2019, buying an estimated $159K and bringing the position to 59,810 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #705.

Ladenburg Thalmann Financial Services first reported a position in JSMD in Q1 2016 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold JSMD as of Q4 2019.

Ladenburg Thalmann Financial Services held 59,810 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $2.89M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,484 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2019, an estimated $159K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #705 holding.
Ladenburg Thalmann Financial Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2016 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.