Perennial Investment Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Perennial Investment Advisors’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
2020 Q1	–	Sell	-5,636	Closed	-$271K	–	135
2019 Q4	$271K	Buy	+5,636	New	+$257K	0.21%	103

Other funds holding JSMD

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Perennial Investment Advisors's JSMD Position: Q1 2020 in Review

Perennial Investment Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2020, closing a stake of 5,636 shares — an estimated $271K sold.

Perennial Investment Advisors first reported a position in JSMD in Q4 2019 and held it in 1 quarter. The position peaked at $271K in Q4 2019. 31 funds tracked by Wall St. Rank hold JSMD as of Q1 2020.

Perennial Investment Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2020 after selling out during the quarter.
Perennial Investment Advisors sold 5,636 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2020, an estimated $271K.
Perennial Investment Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2019 and held it in 1 quarter.
Perennial Investment Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $271K in Q4 2019.
31 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2020.

Based on Perennial Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.