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

Regal 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
2024
Q3 		– Sell
-4,673
Closed -$311K – 545
2024
Q2 		$311K Buy
4,673
+5
+0.1% +$336 0.02% 448
2024
Q1 		$326K Hold
4,668
– – 0.02% 441
2023
Q4 		$307K Sell
4,668
-92
-2% -$5.46K 0.02% 417
2023
Q3 		$278K Sell
4,760
-2,411
-34% -$148K 0.02% 405
2023
Q2 		$446K Buy
7,171
+7
+0.1% +$403 0.04% 316
2023
Q1 		$402K Sell
7,164
-1,502
-17% -$84.3K 0.04% 326
2022
Q4 		$451K Sell
8,666
-371
-4% -$19.5K 0.04% 294
2022
Q3 		$442K Sell
9,037
-201
-2% -$10.9K 0.05% 287
2022
Q2 		$470K Sell
9,238
-2,079
-18% -$114K 0.05% 290
2022
Q1 		$690K Sell
11,317
-129,287
-92% -$7.85M 0.06% 264
2021
Q4 		$9.53M Buy
140,604
+476
+0.3% +$31.9K 0.84% 25
2021
Q3 		$9.09M Buy
140,128
+10,828
+8% +$728K 0.88% 24
2021
Q2 		$8.74M Buy
+129,300
New +$8.75M 0.88% 25

Other funds holding JSMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return