Sigma Planning Corp
JSMD icon

Sigma Planning Corp’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Sigma Planning Corp’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
2026
Q3 		– Sell
-4,157
Closed -$421K – 1385
2026
Q2 		$421K Buy
4,157
+462
+13% +$42.4K 0.01% 991
2026
Q1 		$293K Sell
3,695
-218
-6% -$18.2K 0.01% 1062
2025
Q4 		$319K Buy
+3,913
New +$324K 0.01% 997

Other funds holding JSMD

Rise Advisors
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
Worth Financial Advisory Group
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Sigma Planning Corp's JSMD Position: Q3 2026 in Review

Sigma Planning Corp sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2026, closing a stake of 4,157 shares — an estimated $421K sold.

Sigma Planning Corp first reported a position in JSMD in Q4 2025 and held it in 3 quarters. The position peaked at $421K in Q2 2026. 33 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

  • Sigma Planning Corp reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 4,157 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2026, an estimated $421K.
  • Sigma Planning Corp first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and held it in 3 quarters.
  • Sigma Planning Corp's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $421K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.