Money Concepts Capital’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Money Concepts Capital’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	-293	Closed	-$15.3K	–	1780
2022 Q4	$15.3K	Buy	+293	New	+$15.4K	﹤0.01%	1808
2022 Q2	–	Sell	-956	Closed	-$58K	–	2075
2022 Q1	$58K	Buy	+956	New	+$58K	﹤0.01%	1177

Other funds holding JSMD

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Money Concepts Capital's JSMD Position: Q1 2023 in Review

Money Concepts Capital sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2023, closing a stake of 293 shares — an estimated $15.3K sold.

Money Concepts Capital first reported a position in JSMD in Q1 2022 and held it in 2 quarters. The position peaked at $58K in Q1 2022. 48 funds tracked by Wall St. Rank hold JSMD as of Q1 2023.

Money Concepts Capital reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 293 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2023, an estimated $15.3K.
Money Concepts Capital first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $58K in Q1 2022.
48 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.