TWP
JELM

Triad Wealth Partners’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

Triad Wealth Partners’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 		$1.8M Buy
+71,080
New +$1.79M 0.11% 131

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
AW
Ankerstar Wealth Leander, Texas $119M AUM
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Triad Wealth Partners's JELM Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q2 2026: 71,080 shares worth $1.8M. The stake represents 0.11% of the portfolio and ranks #131 among its holdings.

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

  • Triad Wealth Partners held 71,080 shares of Janus Henderson Equity Linked Moderate Income ETF worth $1.8M as of Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF was a new Triad Wealth Partners position in Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF made up 0.11% of Triad Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • 6 funds tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.