UCFA
JELM

United Capital Financial Advisors’s Janus Henderson Equity Linked Moderate Income ETF JELM Stock Holding History

United Capital Financial Advisors’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 		$12.2M Buy
+487,000
New +$12.3M 0.07% 227

Other funds holding JELM

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 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
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

United Capital Financial Advisors's JELM Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Janus Henderson Equity Linked Moderate Income ETF (JELM) in Q2 2026: 487,000 shares worth $12.2M. The stake represents 0.07% of the portfolio and ranks #227 among its holdings.

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

  • United Capital Financial Advisors held 487,000 shares of Janus Henderson Equity Linked Moderate Income ETF worth $12.2M as of Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF was a new United Capital Financial Advisors position in Q2 2026.
  • Janus Henderson Equity Linked Moderate Income ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #227 holding.
  • 6 funds tracked by Wall St. Rank held Janus Henderson Equity Linked Moderate Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.