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

Pacific Wealth Strategies Group’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	–	Sell	-3,456	Closed	-$274K	–	61
2026 Q1	$274K	Buy	+3,456	New	+$289K	0.17%	53
2025 Q2	–	Sell	-7,576	Closed	-$530K	–	62
2025 Q1	$530K	Buy	+7,576	New	+$563K	0.39%	39

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 22.9% 1-Year Est. Return

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

Pacific Wealth Strategies Group's JSMD Position: Q2 2026 in Review

Pacific Wealth Strategies Group sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2026, closing a stake of 3,456 shares — an estimated $274K sold.

Pacific Wealth Strategies Group first reported a position in JSMD in Q1 2025 and held it in 2 quarters. The position peaked at $530K in Q1 2025. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Pacific Wealth Strategies Group reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2026 after selling out during the quarter.
Pacific Wealth Strategies Group sold 3,456 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $274K.
Pacific Wealth Strategies Group first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2025 and held it in 2 quarters.
Pacific Wealth Strategies Group's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $530K in Q1 2025.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.