Crosspoint Financial’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

Crosspoint Financial’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 Q3	$498K	Buy	+19,435	New	+$496K	0.99%	25

Other funds holding JELM

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Crosspoint Financial's JELM Position: Q3 2026 in Review

Crosspoint Financial opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q3 2026: 19,435 shares worth $498K. The stake represents 0.99% of the portfolio and ranks #25 among its holdings.

10 funds tracked by Wall St. Rank hold JELM as of Q3 2026.

Crosspoint Financial held 19,435 shares of Janus Henderson Equity Linked Moderate Income ETF worth $498K as of Q3 2026.
Janus Henderson Equity Linked Moderate Income ETF was a new Crosspoint Financial position in Q3 2026.
Janus Henderson Equity Linked Moderate Income ETF made up 0.99% of Crosspoint Financial's portfolio in Q3 2026, its #25 holding.
10 funds tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q3 2026.

Based on Crosspoint Financial's 13F filing for Q3 2026, filed 3 Nov 2026.