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Wagner Wealth Management (South Carolina)’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q3 		– Sell
-30
Closed -$2K – 735
2022
Q2 		$2K Buy
+30
New +$1.64K ﹤0.01% 621

Other funds holding JSMD

LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JSMD Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2022, closing a stake of 30 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in JSMD in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 43 funds tracked by Wall St. Rank hold JSMD as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 30 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2022, an estimated $2K.
  • Wagner Wealth Management (South Carolina) first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $2K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.