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

McDonald 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 Q3	$4.96M	Buy	55,553 +7,586	+16%	+$715K	1.17%	20
2026 Q2	$4.86M	Buy	47,967 +20,336	+74%	+$1.87M	1.18%	16
2026 Q1	$2.19M	Buy	27,631 +17,603	+176%	+$1.47M	0.52%	55
2025 Q4	$818K	Buy	+10,028	New	+$831K	0.26%	96

Other funds holding JSMD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Symphony Financial Services Akron, Ohio $234M AUM 13.38% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

McDonald Partners's JSMD Position: Q3 2026 in Review

McDonald Partners increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 16% in Q3 2026, buying an estimated $715K and bringing the position to 55,553 shares worth $4.96M. The position accounts for 1.17% of the portfolio, ranked #20.

McDonald Partners first reported a position in JSMD in Q4 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

McDonald Partners held 55,553 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $4.96M as of Q3 2026.
McDonald Partners bought 7,586 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2026, an estimated $715K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 1.17% of McDonald Partners's portfolio in Q3 2026, its #20 holding.
McDonald Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 4 quarters since.
80 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.