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

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

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

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return

Carson Wealth (CWM LLC)

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