LWA
JSML icon

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

Lenox Wealth Advisors’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
2020
Q3 		– Sell
-137
Closed -$6K – 613
2020
Q2 		$6K Buy
+137
New +$5.6K ﹤0.01% 416

Other funds holding JSML

SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lenox Wealth Advisors's JSML Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q3 2020, closing a stake of 137 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in JSML in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 26 funds tracked by Wall St. Rank hold JSML as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 137 Janus Henderson Small Cap Growth Alpha ETF shares in Q3 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Janus Henderson Small Cap Growth Alpha ETF position peaked at $6K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.