QP Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

QP Wealth Management’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 Q1	–	Sell	-11,946	Closed	-$749K	–	73
2020 Q4	$749K	Sell	11,946 -480	-4%	-$27.6K	0.83%	35
2020 Q3	$642K	Buy	12,426 +1,465	+13%	+$74.9K	0.82%	31
2020 Q2	$522K	Buy	10,961 +278	+3%	+$11.8K	0.72%	34
2020 Q1	$413K	Buy	+10,683	New	+$477K	0.6%	37

Other funds holding JSMD

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

RJA

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

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

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

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

RJFSA

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

QP Wealth Management's JSMD Position: Q1 2021 in Review

QP Wealth Management sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2021, closing a stake of 11,946 shares — an estimated $749K sold.

QP Wealth Management first reported a position in JSMD in Q1 2020 and held it in 4 quarters. The position peaked at $749K in Q4 2020. 43 funds tracked by Wall St. Rank hold JSMD as of Q1 2021.

QP Wealth Management reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2021 after selling out during the quarter.
QP Wealth Management sold 11,946 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2021, an estimated $749K.
QP Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2020 and held it in 4 quarters.
QP Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $749K in Q4 2020.
43 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2021.

Based on QP Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.