AssuredPartners Investment Advisors, LLC JSMD — JANUS DETROIT STR TR

Ownership history in AssuredPartners Investment Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

AssuredPartners Investment Advisors, LLC reported JANUS DETROIT STR TR (JSMD) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows JSMD at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AssuredPartners Investment Advisors, LLC's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JSMD was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JSMD stock page AssuredPartners Investment Advisors, LLC fund profile AssuredPartners Investment Advisors, LLC full holdings
How AssuredPartners Investment Advisors, LLC held JSMD — position size vs. price
% of Fund (quarterly)    JSMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 22,054 +109 +0.5% 0.22% $2.2M 2026-08-10 $95.75
2026 Q1 ADDED — — — 21,945 +314 +1.5% 0.19% $1.8M 2026-04-13 $86.27
2025 Q4 ADDED — — — 21,631 +17,978 +492.1% 0.26% $1.8M 2026-02-03 $85.17
2025 Q3 REDUCED 46.4% -0.2% ✅ 3,653 -3,157 -46.4% 0.07% $305K 2025-10-06 $83.03
2025 Q2 REDUCED 72.3% +8.6% ❌ 6,810 -17,797 -72.3% 0.13% $529K 2025-07-29 $78.99
2025 Q1 ADDED — — — 24,607 +907 +3.8% 0.33% $1.7M 2025-04-23 $67.34
2024 Q4 INITIATED — — — 23,700 — — 0.35% $1.8M 2025-02-12 $75.41

🏢 Other funds also holding JSMD

As of 2026 Q2 — sorted by position size

Southern Financial Group, LLC 11.37% Rise Advisors, LLC 3Y 7.33% Leelyn Smith, LLC 3Y 4.57% MARS JEWETT FINANCIAL GROUP, INC. 4.04% Three Magnolias Financial Advisors, LLC 3.72% Harbour Wealth Management Group, Inc. 3.54% Symphony Financial Services, Inc. 2.94% Worth Financial Advisory Group, LLC 3Y 2.54% Z3 Capital Partners, LLC 1.57% Allied Private Wealth LLC 1.38%

FAQ About AssuredPartners Investment Advisors, LLC and JSMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has AssuredPartners Investment Advisors, LLC reported owning JSMD?

AssuredPartners Investment Advisors, LLC reported JSMD across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported JSMD position in AssuredPartners Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for JSMD was 0.35% in 2024 Q4.

What is the latest reported JSMD position on this page?

The most recent filing on this page is 2026 Q2, when AssuredPartners Investment Advisors, LLC reported 22,054 shares, equal to 0.22% of portfolio, with an estimated market value of $2.2M.

What does the chart on this JSMD ownership page compare?

The chart compares AssuredPartners Investment Advisors, LLC's quarterly JSMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AssuredPartners Investment Advisors, LLC time their JSMD position?

Based on 13F filing dates vs. subsequent JSMD price moves, AssuredPartners Investment Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JSMD relative to SPY over the holding period was +509.3%.

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