CAL
JELM

Capital Analysts LLC’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

Capital Analysts LLC’s Portfolio JELM Stock Details JELM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
+4,344
New +$110K ﹤0.01% 815

Other funds holding JELM

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Capital Analysts LLC's JELM Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q2 2026: 4,344 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

6 funds tracked by Wall St. Rank hold JELM as of Q2 2026.

  • Capital Analysts LLC held 4,344 shares of Janus Henderson Equity Linked Moderate Income ETF worth $110K as of Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF was a new Capital Analysts LLC position in Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #815 holding.
  • 6 funds tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.