Mascoma Wealth Management’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Mascoma Wealth Management’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
2023 Q3	–	Sell	-160	Closed	-$9.1K	–	509
2023 Q2	$9.1K	Hold	160	–	–	﹤0.01%	326
2023 Q1	$7.72K	Hold	160	–	–	﹤0.01%	433
2022 Q4	$7.29K	Hold	160	–	–	﹤0.01%	446
2022 Q3	$7K	Hold	160	–	–	﹤0.01%	446
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	466
2022 Q1	$9K	Hold	160	–	–	﹤0.01%	455
2021 Q4	$10K	Sell	160 -114	-42%	-$7.5K	﹤0.01%	403
2021 Q3	$18K	Buy	+274	New	+$18.5K	0.01%	303
2021 Q2	–	Sell	-274	Closed	-$19K	–	294
2021 Q1	$19K	Buy	+274	New	+$18.6K	0.01%	297
2019 Q3	$1.99M	Buy	+47,311	New	+$2.02M	1.25%	19

Other funds holding JSML

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFW

Horizon Family Wealth Chicago, Illinois $219M AUM 21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mascoma Wealth Management's JSML Position: Q3 2023 in Review

Mascoma Wealth Management sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q3 2023, closing a stake of 160 shares — an estimated $9.1K sold.

Mascoma Wealth Management first reported a position in JSML in Q3 2019 and held it in 10 quarters. The position peaked at $1.99M in Q3 2019. 45 funds tracked by Wall St. Rank hold JSML as of Q3 2023.

Mascoma Wealth Management reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q3 2023 after selling out during the quarter.
Mascoma Wealth Management sold 160 Janus Henderson Small Cap Growth Alpha ETF shares in Q3 2023, an estimated $9.1K.
Mascoma Wealth Management first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q3 2019 and held it in 10 quarters.
Mascoma Wealth Management's Janus Henderson Small Cap Growth Alpha ETF position peaked at $1.99M in Q3 2019.
45 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q3 2023.

Based on Mascoma Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.