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

River Wealth 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
2019 Q1	–	Sell	-950	Closed	-$35K	–	338
2018 Q4	$35K	Hold	950	–	–	0.02%	277
2018 Q3	$44K	Hold	950	–	–	0.02%	287
2018 Q2	$40K	Buy	+950	New	+$39.4K	0.02%	293

Other funds holding JSMD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RJA

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

River Wealth Advisors's JSMD Position: Q1 2019 in Review

River Wealth Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2019, closing a stake of 950 shares — an estimated $35K sold.

River Wealth Advisors first reported a position in JSMD in Q2 2018 and held it in 3 quarters. The position peaked at $44K in Q3 2018. 24 funds tracked by Wall St. Rank hold JSMD as of Q1 2019.

River Wealth Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 950 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2019, an estimated $35K.
River Wealth Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $44K in Q3 2018.
24 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.