Accurate Wealth Management’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Accurate Wealth Management’s Portfolio JAJL Stock Details JAJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Sell	6,680 -2,449	-27%	-$72.6K	0.02%	563
2026 Q1	$267K	Sell	9,129 -3,692	-29%	-$108K	0.03%	442
2025 Q4	$374K	Sell	12,821 -1,404	-10%	-$40.5K	0.05%	360
2025 Q3	$408K	Buy	14,225 +28	+0.2%	+$795	0.05%	330
2025 Q2	$400K	Sell	14,197 -1,152	-8%	-$31.6K	0.06%	305
2025 Q1	$416K	Buy	+15,349	New	+$420K	0.08%	226

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Accurate Wealth Management's JAJL Position: Q2 2026 in Review

Accurate Wealth Management reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 27% in Q2 2026, selling an estimated $72.6K and leaving 6,680 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #563.

Accurate Wealth Management first reported a position in JAJL in Q1 2025 and has held it in 6 quarters since. The position peaked at $416K in Q1 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

Accurate Wealth Management held 6,680 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $201K as of Q2 2026.
Accurate Wealth Management sold 2,449 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $72.6K.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #563 holding.
Accurate Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q1 2025 and has held it in 6 quarters since.
Accurate Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $416K in Q1 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.