SWM
JSMD icon

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
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

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Stonebridge Wealth Management's JSMD Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 1.5% in Q2 2026, selling an estimated $20.8K and leaving 15,109 shares worth $1.53M. The position accounts for 1.37% of the portfolio, ranked #17.

Stonebridge Wealth Management first reported a position in JSMD in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Stonebridge Wealth Management held 15,109 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.53M as of Q2 2026.
  • Stonebridge Wealth Management sold 226 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $20.8K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 1.37% of Stonebridge Wealth Management's portfolio in Q2 2026, its #17 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 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.