NewEdge Wealth’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

NewEdge Wealth’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	$1.34M	Hold	13,205	–	–	0.01%	577
2026 Q1	$1.05M	Sell	13,205 -79	-0.6%	-$6.61K	0.01%	615
2025 Q4	$1.08M	Sell	13,284 -184	-1%	-$15.3K	0.01%	606
2025 Q3	$1.14M	Sell	13,468 -115	-0.8%	-$9.34K	0.02%	534
2025 Q2	$1.07M	Sell	13,583 -500	-4%	-$36K	0.02%	515
2025 Q1	$986K	Sell	14,083 -663	-4%	-$49.3K	0.02%	490
2024 Q4	$1.11M	Sell	14,746 -1	-0%	-$76	0.02%	458
2024 Q3	$1.07M	Sell	14,747 -1,646	-10%	-$114K	0.02%	463
2024 Q2	$1.09M	Sell	16,393 -47	-0.3%	-$3.15K	0.02%	405
2024 Q1	$1.09M	Sell	16,440 -437	-3%	-$29K	0.02%	414
2023 Q4	$1.11M	Sell	16,877 -1,998	-11%	-$119K	0.03%	381
2023 Q3	$1.1M	Buy	18,875 +6,318	+50%	+$389K	0.03%	339
2023 Q2	$781K	Buy	+12,557	New	+$723K	0.03%	390

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NewEdge Wealth's JSMD Position: Q2 2026 in Review

NewEdge Wealth held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 13,205 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #577.

NewEdge Wealth first reported a position in JSMD in Q2 2023 and has held it in 13 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

NewEdge Wealth held 13,205 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.34M as of Q2 2026.
NewEdge Wealth left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #577 holding.
NewEdge Wealth first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2023 and has held it in 13 quarters since.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.