SFS
JSMD icon

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

Symphony 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
2026
Q2 		$6.54M Buy
64,552
+9,830
+18% +$903K 2.94% 10
2026
Q1 		$4.34M Buy
54,722
+9,082
+20% +$760K 2.23% 12
2025
Q4 		$3.72M Buy
+45,640
New +$3.78M 1.91% 15

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Symphony Financial Services's JSMD Position: Q2 2026 in Review

Symphony Financial Services increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 18% in Q2 2026, buying an estimated $903K and bringing the position to 64,552 shares worth $6.54M. The position accounts for 2.94% of the portfolio, ranked #10.

Symphony Financial Services first reported a position in JSMD in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Symphony Financial Services held 64,552 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $6.54M as of Q2 2026.
  • Symphony Financial Services bought 9,830 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $903K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 2.94% of Symphony Financial Services's portfolio in Q2 2026, its #10 holding.
  • Symphony Financial Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.