AC
JAJL

Applied Capital’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Applied Capital’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
2025
Q1 		– Sell
-11,182
Closed -$305K – 49
2024
Q4 		$305K Hold
11,182
– – 0.16% 41
2024
Q3 		$298K Buy
+11,182
New +$294K 0.15% 41

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Applied Capital's JAJL Position: Q1 2025 in Review

Applied Capital sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q1 2025, closing a stake of 11,182 shares — an estimated $305K sold.

Applied Capital first reported a position in JAJL in Q3 2024 and held it in 2 quarters. The position peaked at $305K in Q4 2024. 77 funds tracked by Wall St. Rank hold JAJL as of Q1 2025.

  • Applied Capital reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q1 2025 after selling out during the quarter.
  • Applied Capital sold 11,182 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2025, an estimated $305K.
  • Applied Capital first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 2 quarters.
  • Applied Capital's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $305K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2025.

Based on Applied Capital's 13F filing for Q1 2025, filed 22 Apr 2025.