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McElhenny Sheffield Capital Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-550
Closed -$28.6K – 361
2022
Q4 		$28.6K Buy
+550
New +$28.9K 0.01% 225

Other funds holding JSMD

LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

McElhenny Sheffield Capital Management's JSMD Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2023, closing a stake of 550 shares — an estimated $28.6K sold.

McElhenny Sheffield Capital Management first reported a position in JSMD in Q4 2022 and held it in 1 quarter. The position peaked at $28.6K in Q4 2022. 48 funds tracked by Wall St. Rank hold JSMD as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 550 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2023, an estimated $28.6K.
  • McElhenny Sheffield Capital Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $28.6K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.