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

Unique Wealth’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	$2.18M	Buy	24,440 +3,487	+17%	+$329K	0.25%	65
2026 Q2	$2.12M	Buy	20,953 +2,812	+16%	+$258K	0.25%	63
2026 Q1	$1.44M	Buy	18,141 +14,886	+457%	+$1.25M	0.2%	66
2025 Q4	$265K	Buy	+3,255	New	+$270K	0.04%	164

Other funds holding JSMD

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 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

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

Unique Wealth's JSMD Position: Q3 2026 in Review

Unique Wealth increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 17% in Q3 2026, buying an estimated $329K and bringing the position to 24,440 shares worth $2.18M. The position accounts for 0.25% of the portfolio, ranked #65.

Unique Wealth first reported a position in JSMD in Q4 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold JSMD as of Q3 2026.

Unique Wealth held 24,440 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $2.18M as of Q3 2026.
Unique Wealth bought 3,487 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2026, an estimated $329K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.25% of Unique Wealth's portfolio in Q3 2026, its #65 holding.
Unique Wealth first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.