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Legacy Capital Wealth Partners’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Legacy Capital Wealth Partners’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
2022
Q1 		– Sell
-88,102
Closed -$5.97M – 60
2021
Q4 		$5.97M Buy
+88,102
New +$5.91M 2.47% 16

Other funds holding JSMD

LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legacy Capital Wealth Partners's JSMD Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2022, closing a stake of 88,102 shares — an estimated $5.97M sold.

Legacy Capital Wealth Partners first reported a position in JSMD in Q4 2021 and held it in 1 quarter. The position peaked at $5.97M in Q4 2021. 41 funds tracked by Wall St. Rank hold JSMD as of Q1 2022.

  • Legacy Capital Wealth Partners reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 88,102 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2022, an estimated $5.97M.
  • Legacy Capital Wealth Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2021 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $5.97M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.