Steward Partners Investment Advisory’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Steward Partners Investment Advisory’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 Q1	$25.2K	Hold	317	–	–	﹤0.01%	3121
2025 Q4	$25.9K	Buy	317 +28	+10%	+$2.32K	﹤0.01%	3030
2025 Q3	$24.2K	Buy	289 +282	+4,029%	+$22.9K	﹤0.01%	3007
2025 Q2	$544	Buy	+7	New	+$505	﹤0.01%	3956
2023 Q2	–	Sell	-28	Closed	-$1.57K	–	3352
2023 Q1	$1.57K	Buy	+28	New	+$1.57K	﹤0.01%	3061
2020 Q2	–	Sell	-143	Closed	-$5K	–	2706
2020 Q1	$5K	Hold	143	–	–	﹤0.01%	2079
2019 Q4	$6K	Hold	143	–	–	﹤0.01%	2181
2019 Q3	$6K	Hold	143	–	–	﹤0.01%	2194
2019 Q2	$6K	Buy	+143	New	+$6.29K	﹤0.01%	2157

Other funds holding JSMD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's JSMD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q1 2026 at 317 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Steward Partners Investment Advisory first reported a position in JSMD in Q2 2019 and has held it in 9 quarters since. The position peaked at $25.9K in Q4 2025. 126 funds tracked by Wall St. Rank hold JSMD as of Q1 2026.

Steward Partners Investment Advisory held 317 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $25.2K as of Q1 2026.
Steward Partners Investment Advisory left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q1 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3121 holding.
Steward Partners Investment Advisory first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2019 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $25.9K in Q4 2025.
126 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.