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

Advyzon Investment 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 Q1	–	Sell	-7,348	Closed	-$214K	–	724
2025 Q4	$214K	Buy	7,348 +181	+3%	+$5.22K	0.02%	552
2025 Q3	$205K	Sell	7,167 -19	-0.3%	-$540	0.04%	451
2025 Q2	$202K	Buy	+7,186	New	+$197K	0.04%	369

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advyzon Investment Management's JAJL Position: Q1 2026 in Review

Advyzon Investment Management sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q1 2026, closing a stake of 7,348 shares — an estimated $214K sold.

Advyzon Investment Management first reported a position in JAJL in Q2 2025 and held it in 3 quarters. The position peaked at $214K in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

Advyzon Investment Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q1 2026 after selling out during the quarter.
Advyzon Investment Management sold 7,348 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $214K.
Advyzon Investment Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q2 2025 and held it in 3 quarters.
Advyzon Investment Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $214K in Q4 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.