Moisand Fitzgerald Tamayo’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.75K	Hold	37	–	–	﹤0.01%	461
2026 Q1	$2.94K	Hold	37	–	–	﹤0.01%	448
2025 Q4	$3.02K	Hold	37	–	–	﹤0.01%	449
2025 Q3	$3.09K	Hold	37	–	–	﹤0.01%	475
2025 Q2	$2.87K	Hold	37	–	–	﹤0.01%	467
2025 Q1	$2.59K	Buy	+37	New	+$2.75K	﹤0.01%	480

Other funds holding JSMD

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return