Silver Oak Securities’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Silver Oak Securities’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 Q2	$1.16M	Sell	11,446 -1,128	-9%	-$104K	0.07%	262
2026 Q1	$998K	Buy	12,574 +2,641	+27%	+$221K	0.07%	260
2025 Q4	$822K	Buy	9,933 +974	+11%	+$80.7K	0.06%	330
2025 Q3	$749K	Buy	8,959 +170	+2%	+$13.8K	0.06%	329
2025 Q2	$682K	Buy	8,789 +66	+0.8%	+$4.76K	0.06%	339
2025 Q1	$603K	Buy	8,723 +129	+2%	+$9.58K	0.06%	338
2024 Q4	$645K	Sell	8,594 -320	-4%	-$24.5K	0.06%	324
2024 Q3	$645K	Buy	8,914 +2,433	+38%	+$169K	0.07%	286
2024 Q2	$431K	Buy	6,481 +535	+9%	+$35.9K	0.06%	241
2024 Q1	$416K	Buy	5,946 +1,967	+49%	+$131K	0.06%	250
2023 Q4	$262K	Buy	+3,979	New	+$236K	0.04%	406

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Silver Oak Securities's JSMD Position: Q2 2026 in Review

Silver Oak Securities reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 9% in Q2 2026, selling an estimated $104K and leaving 11,446 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #262.

Silver Oak Securities first reported a position in JSMD in Q4 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Silver Oak Securities held 11,446 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.16M as of Q2 2026.
Silver Oak Securities sold 1,128 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $104K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #262 holding.
Silver Oak Securities first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2023 and has held it in 11 quarters since.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.