MFGM
JELM

Marshall Financial Group (Maryland)’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

Marshall Financial Group (Maryland)’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 		$13.6M Buy
+535,895
New +$13.5M 1.98% 12

Marshall Financial Group (Maryland)'s JELM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q2 2026: 535,895 shares worth $13.6M. The stake represents 1.98% of the portfolio and ranks #12 among its holdings.

1 fund tracked by Wall St. Rank holds JELM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 535,895 shares of Janus Henderson Equity Linked Moderate Income ETF worth $13.6M as of Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF made up 1.98% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #12 holding.
  • 1 fund tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.