Whipplewood Advisors’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

Whipplewood Advisors’s Portfolio JSML Stock Details JSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-186,060	Closed	-$22.8K	–	1243
2025 Q1	$22.8K	Buy	186,060 +185,685	+49,516%	+$12.1M	0.01%	432
2024 Q4	$24.6K	Buy	+375	New	+$25.6K	0.01%	410

Other funds holding JSML

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Whipplewood Advisors's JSML Position: Q2 2025 in Review

Whipplewood Advisors sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q2 2025, closing a stake of 186,060 shares — an estimated $22.8K sold.

Whipplewood Advisors first reported a position in JSML in Q4 2024 and held it in 2 quarters. The position peaked at $24.6K in Q4 2024. 66 funds tracked by Wall St. Rank hold JSML as of Q2 2025.

Whipplewood Advisors reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 186,060 Janus Henderson Small Cap Growth Alpha ETF shares in Q2 2025, an estimated $22.8K.
Whipplewood Advisors first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's Janus Henderson Small Cap Growth Alpha ETF position peaked at $24.6K in Q4 2024.
66 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.