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 Q2	$5.62M	Sell	187,752 -28,572	-13%	-$847K	0.03%	416
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 $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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AE Wealth Management reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 13% in Q2 2026, selling an estimated $847K and leaving 187,752 shares worth $5.62M. The position accounts for 0.03% of the portfolio, ranked #416.

AE Wealth Management first reported a position in JAJL in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q3 2024. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

AE Wealth Management held 187,752 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $5.62M as of Q2 2026.
AE Wealth Management sold 28,572 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $847K.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #416 holding.
AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and has held it in 8 quarters since.
AE Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $10.6M in Q3 2024.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.