Wealthspire Advisors (New York)’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Wealthspire Advisors (New York)’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	$2.34M	Sell	23,094 -1,627	-7%	-$149K	0.01%	397
2026 Q1	$1.96M	Buy	24,721 +1	+0%	+$84	0.02%	291
2025 Q4	$2.02M	Sell	24,720 -622	-2%	-$51.6K	0.02%	298
2025 Q3	$2.12M	Sell	25,342 -640	-2%	-$52K	0.01%	269
2025 Q2	$2.02M	Sell	25,982 -3,162	-11%	-$228K	0.01%	280
2025 Q1	$2.04M	Sell	29,144 -609	-2%	-$45.2K	0.01%	275
2024 Q4	$2.23M	Sell	29,753 -6,252	-17%	-$478K	0.02%	232
2024 Q3	$2.61M	Sell	36,005 -5,267	-13%	-$366K	0.03%	210
2024 Q2	$2.75M	Sell	41,272 -15,538	-27%	-$1.04M	0.04%	162
2024 Q1	$3.97M	Sell	56,810 -7,511	-12%	-$499K	0.05%	128
2023 Q4	$4.23M	Buy	+64,321	New	+$3.82M	0.06%	121

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

Wealthspire Advisors (New York)'s JSMD Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 6.6% in Q2 2026, selling an estimated $149K and leaving 23,094 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #397.

Wealthspire Advisors (New York) first reported a position in JSMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.23M in Q4 2023. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Wealthspire Advisors (New York) held 23,094 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $2.34M as of Q2 2026.
Wealthspire Advisors (New York) sold 1,627 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $149K.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #397 holding.
Wealthspire Advisors (New York) first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $4.23M in Q4 2023.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.