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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

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

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

RCA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return

Merit Financial Group's JSMD Position: Q2 2026 in Review

Merit Financial Group increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 1.2% in Q2 2026, buying an estimated $6.98K and bringing the position to 6,668 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Merit Financial Group first reported a position in JSMD in Q2 2023 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Merit Financial Group held 6,668 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $675K as of Q2 2026.
Merit Financial Group bought 76 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $6.98K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1315 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 4 quarters since.
64 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.