McCarthy & Cox’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

McCarthy & Cox’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
2025 Q4	–	Sell	-66,398	Closed	-$5.55M	–	54
2025 Q3	$5.55M	Sell	66,398 -731	-1%	-$59.4K	1.27%	14
2025 Q2	$5.21M	Buy	67,129 +2,281	+4%	+$164K	1.37%	13
2025 Q1	$4.54M	Buy	64,848 +638	+1%	+$47.4K	1.98%	13
2024 Q4	$4.82M	Buy	64,210 +1,937	+3%	+$148K	1.67%	21
2024 Q3	$4.52M	Sell	62,273 -4,065	-6%	-$282K	1.73%	19
2024 Q2	$4.41M	Buy	66,338 +5,000	+8%	+$336K	1.69%	22
2024 Q1	$4.29M	Buy	+61,338	New	+$4.07M	1.62%	22

Other funds holding JSMD

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

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

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

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

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

McCarthy & Cox's JSMD Position: Q4 2025 in Review

McCarthy & Cox sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q4 2025, closing a stake of 66,398 shares — an estimated $5.55M sold.

McCarthy & Cox first reported a position in JSMD in Q1 2024 and held it in 7 quarters. The position peaked at $5.55M in Q3 2025. 123 funds tracked by Wall St. Rank hold JSMD as of Q4 2025.

McCarthy & Cox reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 66,398 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2025, an estimated $5.55M.
McCarthy & Cox first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $5.55M in Q3 2025.
123 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.