BWM
JAJL

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

Benson 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 		$172K Hold
5,742
– – 0.17% 57
2026
Q1 		$167K Hold
5,742
– – 0.23% 53
2025
Q4 		$167K Buy
+5,742
New +$166K 0.19% 48

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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
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

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

Benson Wealth Management held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q2 2026 at 5,742 shares worth $172K. The position accounts for 0.17% of the portfolio, ranked #57.

Benson Wealth Management first reported a position in JAJL in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Benson Wealth Management held 5,742 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $172K as of Q2 2026.
  • Benson Wealth Management left its Innovator Equity Defined Protection ETF - 6mo Jan/Jul share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.17% of Benson Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Benson Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.