Sowell Financial Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Sowell Financial Services’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
2023 Q2	–	Sell	-7,984	Closed	-$448K	–	699
2023 Q1	$448K	Buy	+7,984	New	+$448K	0.03%	461
2021 Q2	–	Sell	-9,063	Closed	-$608K	–	1685
2021 Q1	$608K	Sell	9,063 -219	-2%	-$14.6K	0.02%	571
2020 Q4	$582K	Sell	9,282 -453	-5%	-$26.1K	0.02%	480
2020 Q3	$503K	Buy	9,735 +29	+0.3%	+$1.48K	0.03%	467
2020 Q2	$463K	Buy	9,706 +252	+3%	+$10.7K	0.03%	479
2020 Q1	$338K	Buy	9,454 +70	+0.7%	+$3.13K	0.03%	508
2019 Q4	$451K	Buy	9,384 +9,250	+6,903%	+$422K	0.03%	478
2019 Q3	$6K	Buy	+134	New	+$5.97K	﹤0.01%	1693

Other funds holding JSMD

Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return

Bank of America

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return