Kestra Advisory Services’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

Kestra Advisory Services’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	$8.06M	Buy	+314,513	New	+$8.02M	0.02%	665

Other funds holding JELM

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

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 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

Kestra Advisory Services's JELM Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q3 2026: 314,513 shares worth $8.06M. The stake represents 0.02% of the portfolio and ranks #665 among its holdings.

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

Kestra Advisory Services held 314,513 shares of Janus Henderson Equity Linked Moderate Income ETF worth $8.06M as of Q3 2026.
Janus Henderson Equity Linked Moderate Income ETF was a new Kestra Advisory Services position in Q3 2026.
Janus Henderson Equity Linked Moderate Income ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #665 holding.
10 funds tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.