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

Realta 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	-1,456	Closed	-$69K	–	886
2019 Q4	$69K	Buy	1,456 +1,295	+804%	+$59.1K	0.02%	589
2019 Q3	$7K	Hold	161	–	–	﹤0.01%	1222
2019 Q2	$7K	Hold	161	–	–	﹤0.01%	1254
2019 Q1	$7K	Buy	+161	New	+$6.72K	﹤0.01%	995

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

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

Realta Investment Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2020, closing a stake of 1,456 shares — an estimated $69K sold.

Realta Investment Advisors first reported a position in JSMD in Q1 2019 and held it in 4 quarters. The position peaked at $69K in Q4 2019. 31 funds tracked by Wall St. Rank hold JSMD as of Q1 2020.

Realta Investment Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 1,456 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2020, an estimated $69K.
Realta Investment Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $69K 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 Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.