Worth Financial Advisory Group’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Worth Financial Advisory Group’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	$6.11M	Buy	+60,332	New	+$5.54M	2.55%	8
2026 Q1	–	Sell	-61,716	Closed	-$5.03M	–	122
2025 Q4	$5.03M	Buy	61,716 +1,769	+3%	+$147K	2.44%	9
2025 Q3	$5.01M	Buy	59,947 +1,303	+2%	+$106K	2.81%	9
2025 Q2	$4.55M	Buy	58,644 +897	+2%	+$64.7K	2.8%	8
2025 Q1	$4.04M	Buy	57,747 +394	+0.7%	+$29.3K	2.57%	9
2024 Q4	$4.31M	Buy	57,353 +304	+0.5%	+$23.2K	2.65%	7
2024 Q3	$4.14M	Buy	57,049 +3,495	+7%	+$243K	2.43%	8
2024 Q2	$3.56M	Buy	53,554 +2,815	+6%	+$189K	2.34%	9
2024 Q1	$3.55M	Buy	50,739 +3,428	+7%	+$228K	2.46%	9
2023 Q4	$3.11M	Buy	47,311 +1,932	+4%	+$115K	2.48%	8
2023 Q3	$2.65M	Buy	45,379 +2,617	+6%	+$161K	2.39%	9
2023 Q2	$2.66M	Sell	42,762 -495	-1%	-$28.5K	2.47%	9
2023 Q1	$2.43M	Buy	+43,257	New	+$2.43M	2.32%	10

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

Worth Financial Advisory Group's JSMD Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2026: 60,332 shares worth $6.11M. The stake represents 2.55% of the portfolio and ranks #8 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in JSMD as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in JSMD in Q1 2023 and has held it in 13 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Worth Financial Advisory Group held 60,332 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $6.11M as of Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF was a new Worth Financial Advisory Group position in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up 2.55% of Worth Financial Advisory Group's portfolio in Q2 2026, its #8 holding.
Worth Financial Advisory Group first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q1 2023 and has held it in 13 quarters since.
153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.