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

Liberty Square 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
2026 Q2	$259K	Sell	2,559 -131	-5%	-$12K	0.06%	122
2026 Q1	$213K	Hold	2,690	–	–	0.06%	137
2025 Q4	$219K	Buy	2,690 +18	+0.7%	+$1.49K	0.06%	135
2025 Q3	$223K	Hold	2,672	–	–	0.07%	135
2025 Q2	$207K	Buy	+2,672	New	+$193K	0.07%	143
2025 Q1	–	Sell	-2,672	Closed	-$204K	–	151
2024 Q4	$204K	Buy	+2,672	New	+$204K	0.07%	150

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Liberty Square Wealth Partners's JSMD Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 4.9% in Q2 2026, selling an estimated $12K and leaving 2,559 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #122.

Liberty Square Wealth Partners first reported a position in JSMD in Q4 2024 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Liberty Square Wealth Partners held 2,559 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $259K as of Q2 2026.
Liberty Square Wealth Partners sold 131 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $12K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.06% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #122 holding.
Liberty Square Wealth Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2024 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.