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 Q3	$1.92M	Sell	22,298 -1,610	-7%	-$143K	0.04%	49
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Orgel Wealth Management's JSML Position: Q3 2026 in Review

Orgel Wealth Management reduced its Janus Henderson Small Cap Growth Alpha ETF (JSML) stake by 6.7% in Q3 2026, selling an estimated $143K and leaving 22,298 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #49.

Orgel Wealth Management first reported a position in JSML in Q2 2023 and has held it in 14 quarters since. The position peaked at $89.5M in Q2 2024. 14 funds tracked by Wall St. Rank hold JSML as of Q3 2026.

Orgel Wealth Management held 22,298 shares of Janus Henderson Small Cap Growth Alpha ETF worth $1.92M as of Q3 2026.
Orgel Wealth Management sold 1,610 Janus Henderson Small Cap Growth Alpha ETF shares in Q3 2026, an estimated $143K.
Janus Henderson Small Cap Growth Alpha ETF made up 0.04% of Orgel Wealth Management's portfolio in Q3 2026, its #49 holding.
Orgel Wealth Management first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q2 2023 and has held it in 14 quarters since.
Orgel Wealth Management's Janus Henderson Small Cap Growth Alpha ETF position peaked at $89.5M in Q2 2024.
14 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.