AWM
JAJL

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

AE 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
Q1 		$6.29M Sell
216,324
-52,960
-20% -$1.54M 0.03% 366
2025
Q4 		$7.83M Sell
269,284
-11,365
-4% -$328K 0.04% 325
2025
Q3 		$8.04M Sell
280,649
-12,849
-4% -$365K 0.05% 301
2025
Q2 		$8.27M Sell
293,498
-20,163
-6% -$553K 0.06% 282
2025
Q1 		$8.52M Buy
313,661
+10,771
+4% +$295K 0.07% 257
2024
Q4 		$8.26M Sell
302,890
-95,795
-24% -$2.58M 0.07% 261
2024
Q3 		$10.6M Buy
+398,685
New +$10.5M 0.1% 227

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
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 $122M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $460M AUM 20.77% 1-Year Est. Return