Stonebridge Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Stonebridge Wealth Management’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 Q3	$1.53M	Buy	17,095 +1,986	+13%	+$187K	1.36%	16
2026 Q2	$1.53M	Sell	15,109 -226	-1%	-$20.8K	1.37%	17
2026 Q1	$1.22M	Buy	15,335 +69	+0.5%	+$5.78K	1.17%	20
2025 Q4	$1.25M	Buy	+15,266	New	+$1.27M	1.18%	19

Other funds holding JSMD

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Stonebridge Wealth Management's JSMD Position: Q3 2026 in Review

Stonebridge Wealth Management increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 13% in Q3 2026, buying an estimated $187K and bringing the position to 17,095 shares worth $1.53M. The position accounts for 1.36% of the portfolio, ranked #16.

Stonebridge Wealth Management first reported a position in JSMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q2 2026. 33 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

Stonebridge Wealth Management held 17,095 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.53M as of Q3 2026.
Stonebridge Wealth Management bought 1,986 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2026, an estimated $187K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 1.36% of Stonebridge Wealth Management's portfolio in Q3 2026, its #16 holding.
Stonebridge Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 4 quarters since.
Stonebridge Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $1.53M in Q2 2026.
33 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.