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Wealthspan Partners’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Wealthspan Partners’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
Q1 		$297K Sell
3,745
-68
-2% -$5.69K 0.1% 102
2025
Q4 		$311K Sell
3,813
-100
-3% -$8.29K 0.11% 98
2025
Q3 		$327K Sell
3,913
-428
-10% -$34.8K 0.13% 94
2025
Q2 		$337K Sell
4,341
-1,099
-20% -$79.2K 0.14% 91
2025
Q1 		$381K Sell
5,440
-1,871
-26% -$139K 0.18% 77
2024
Q4 		$549K Sell
7,311
-3,641
-33% -$278K 0.26% 62
2024
Q3 		$795K Sell
10,952
-3,019
-22% -$210K 0.39% 48
2024
Q2 		$929K Buy
13,971
+7,008
+101% +$470K 0.51% 36
2024
Q1 		$487K Buy
6,963
+1,235
+22% +$82K 0.29% 61
2023
Q4 		$377K Buy
5,728
+1,670
+41% +$99.2K 0.26% 57
2023
Q3 		$237K Buy
+4,058
New +$250K 0.19% 73

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return