Aegis Wealth Management (Iowa)’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Aegis Wealth Management (Iowa)’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	–	Sell	-9,613	Closed	-$279K	–	128
2026 Q1	$279K	Sell	9,613 -90	-0.9%	-$2.63K	0.22%	86
2025 Q4	$282K	Buy	+9,703	New	+$280K	0.22%	78

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 $103B AUM 28.65% 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

Aegis Wealth Management (Iowa)'s JAJL Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q2 2026, closing a stake of 9,613 shares — an estimated $279K sold.

Aegis Wealth Management (Iowa) first reported a position in JAJL in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

Aegis Wealth Management (Iowa) reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q2 2026 after selling out during the quarter.
Aegis Wealth Management (Iowa) sold 9,613 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $279K.
Aegis Wealth Management (Iowa) first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and held it in 2 quarters.
Aegis Wealth Management (Iowa)'s Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $282K in Q4 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.