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Orgel Wealth Management’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Orgel Wealth Management’s Portfolio JSML Stock Details JSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Sell
23,908
-450
-2% -$37.6K 0.04% 43
2026
Q1 		$1.71M Sell
24,358
-7,511
-24% -$560K 0.04% 41
2025
Q4 		$2.34M Sell
31,869
-10,246
-24% -$761K 0.05% 39
2025
Q3 		$3.15M Sell
42,115
-2,219
-5% -$158K 0.07% 38
2025
Q2 		$2.99M Sell
44,334
-34,883
-44% -$2.18M 0.07% 38
2025
Q1 		$4.82M Sell
79,217
-1,198,534
-94% -$77.9M 0.13% 31
2024
Q4 		$83.8M Buy
1,277,751
+24,616
+2% +$1.68M 2.19% 16
2024
Q3 		$82M Sell
1,253,135
-262,134
-17% -$16.3M 2.05% 16
2024
Q2 		$89.5M Buy
1,515,269
+99,517
+7% +$5.84M 2.42% 18
2024
Q1 		$85.6M Buy
1,415,752
+317,082
+29% +$18.4M 2.35% 18
2023
Q4 		$64.8M Buy
1,098,670
+136,851
+14% +$7.16M 1.92% 16
2023
Q3 		$49M Buy
961,819
+42,518
+5% +$2.35M 1.66% 16
2023
Q2 		$52.2M Buy
+919,301
New +$47.4M 1.72% 15

Other funds holding JSML

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Orgel Wealth Management's JSML Position: Q2 2026 in Review

Orgel Wealth Management reduced its Janus Henderson Small Cap Growth Alpha ETF (JSML) stake by 1.8% in Q2 2026, selling an estimated $37.6K and leaving 23,908 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #43.

Orgel Wealth Management first reported a position in JSML in Q2 2023 and has held it in 13 quarters since. The position peaked at $89.5M in Q2 2024. 17 funds tracked by Wall St. Rank hold JSML as of Q2 2026.

  • Orgel Wealth Management held 23,908 shares of Janus Henderson Small Cap Growth Alpha ETF worth $2.22M as of Q2 2026.
  • Orgel Wealth Management sold 450 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2026, an estimated $37.6K.
  • Janus Henderson Small Cap Growth Alpha ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Orgel Wealth Management first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2023 and has held it in 13 quarters since.
  • Orgel Wealth Management's Janus Henderson Small Cap Growth Alpha ETF position peaked at $89.5M in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.