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NWAM LLC’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

NWAM LLC’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
2021
Q2 		– Sell
-3,099
Closed -$208K – 498
2021
Q1 		$208K Buy
+3,099
New +$206K 0.02% 451

Other funds holding JSMD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

NWAM LLC's JSMD Position: Q2 2021 in Review

NWAM LLC sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2021, closing a stake of 3,099 shares — an estimated $208K sold.

NWAM LLC first reported a position in JSMD in Q1 2021 and held it in 1 quarter. The position peaked at $208K in Q1 2021. 43 funds tracked by Wall St. Rank hold JSMD as of Q2 2021.

  • NWAM LLC reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2021 after selling out during the quarter.
  • NWAM LLC sold 3,099 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2021, an estimated $208K.
  • NWAM LLC first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2021 and held it in 1 quarter.
  • NWAM LLC's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $208K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2021.

Based on NWAM LLC's 13F filing for Q2 2021, filed 4 Aug 2021.