CCFM
JELM

Clear Creek Financial Management’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

Clear Creek Financial Management’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 		$327K Buy
+12,924
New +$326K 0.02% 504

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Clear Creek Financial Management's JELM Position: Q2 2026 in Review

Clear Creek Financial Management opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q2 2026: 12,924 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #504 among its holdings.

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

  • Clear Creek Financial Management held 12,924 shares of Janus Henderson Equity Linked Moderate Income ETF worth $327K as of Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF was a new Clear Creek Financial Management position in Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #504 holding.
  • 6 funds tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.