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Sound Income Strategies’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Sound Income Strategies’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 		– Sell
-150
Closed -$12K – 1491
2026
Q1 		$12K Hold
150
– – ﹤0.01% 1421
2025
Q4 		$13.1K Buy
+150
New +$12.4K ﹤0.01% 1321

Other funds holding JSMD

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sound Income Strategies's JSMD Position: Q2 2026 in Review

Sound Income Strategies sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2026, closing a stake of 150 shares — an estimated $12K sold.

Sound Income Strategies first reported a position in JSMD in Q4 2025 and held it in 2 quarters. The position peaked at $13.1K in Q4 2025. 79 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Sound Income Strategies reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 150 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $12K.
  • Sound Income Strategies first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $13.1K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.