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

Valeo Financial Advisors’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
2021
Q1 		– Sell
-80
Closed -$5K – 2107
2020
Q4 		$5K Buy
+80
New +$4.6K ﹤0.01% 1365

Other funds holding JSMD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Valeo Financial Advisors's JSMD Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q1 2021, closing a stake of 80 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in JSMD in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 43 funds tracked by Wall St. Rank hold JSMD as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 80 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q1 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $5K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.