New England Capital Financial Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

New England Capital Financial Advisors’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
2025 Q2	–	Sell	-9	Closed	-$635	–	423
2025 Q1	$635	Hold	9	–	–	﹤0.01%	348
2024 Q4	$681	Hold	9	–	–	﹤0.01%	366
2024 Q3	$655	Sell	9 -24	-73%	-$1.67K	﹤0.01%	359
2024 Q2	$2.2K	Hold	33	–	–	﹤0.01%	310
2024 Q1	$2.31K	Buy	+33	New	+$2.19K	﹤0.01%	310

Other funds holding JSMD

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New England Capital Financial Advisors's JSMD Position: Q2 2025 in Review

New England Capital Financial Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2025, closing a stake of 9 shares — an estimated $635 sold.

New England Capital Financial Advisors first reported a position in JSMD in Q1 2024 and held it in 5 quarters. The position peaked at $2.31K in Q1 2024. 97 funds tracked by Wall St. Rank hold JSMD as of Q2 2025.

New England Capital Financial Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2025 after selling out during the quarter.
New England Capital Financial Advisors sold 9 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2025, an estimated $635.
New England Capital Financial Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2024 and held it in 5 quarters.
New England Capital Financial Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $2.31K in Q1 2024.
97 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2025.

Based on New England Capital Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.