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 Q2	$357K	Sell	3,526 -219	-6%	-$20.1K	0.11%	100
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	0.12%	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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Wealthspan Partners's JSMD Position: Q2 2026 in Review

Wealthspan Partners reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 5.8% in Q2 2026, selling an estimated $20.1K and leaving 3,526 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #100.

Wealthspan Partners first reported a position in JSMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $929K in Q2 2024. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Wealthspan Partners held 3,526 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $357K as of Q2 2026.
Wealthspan Partners sold 219 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $20.1K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.11% of Wealthspan Partners's portfolio in Q2 2026, its #100 holding.
Wealthspan Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2023 and has held it in 12 quarters since.
Wealthspan Partners's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $929K in Q2 2024.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.