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	–	1684
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 $822M AUM 31.69% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

RJA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sowell Financial Services's JSMD Position: Q2 2023 in Review

Sowell Financial Services sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2023, closing a stake of 7,984 shares — an estimated $448K sold.

Sowell Financial Services first reported a position in JSMD in Q3 2019 and held it in 8 quarters. The position peaked at $608K in Q1 2021. 54 funds tracked by Wall St. Rank hold JSMD as of Q2 2023.

Sowell Financial Services reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 7,984 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2023, an estimated $448K.
Sowell Financial Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $608K in Q1 2021.
54 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.