Merit Financial Group’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Merit Financial Group’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	$593K	Sell	6,645 -23	-0.3%	-$2.17K	﹤0.01%	1471
2026 Q2	$675K	Buy	6,668 +76	+1%	+$6.98K	﹤0.01%	1315
2026 Q1	$523K	Buy	+6,592	New	+$552K	﹤0.01%	1353
2024 Q1	–	Sell	-3,400	Closed	-$224K	–	899
2023 Q4	$224K	Buy	+3,400	New	+$202K	0.01%	694
2023 Q3	–	Sell	-5,535	Closed	-$344K	–	767
2023 Q2	$344K	Buy	+5,535	New	+$319K	0.01%	559

Other funds holding JSMD

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group's JSMD Position: Q3 2026 in Review

Merit Financial Group reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 0.34% in Q3 2026, selling an estimated $2.17K and leaving 6,645 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Merit Financial Group first reported a position in JSMD in Q2 2023 and has held it in 5 quarters since. The position peaked at $675K in Q2 2026. 92 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

Merit Financial Group held 6,645 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $593K as of Q3 2026.
Merit Financial Group sold 23 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2026, an estimated $2.17K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1471 holding.
Merit Financial Group first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2023 and has held it in 5 quarters since.
Merit Financial Group's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $675K in Q2 2026.
92 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.