BWS
JAJL

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

BFI Wealth Solutions’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 		$480K Hold
16,500
– – 0.46% 52
2025
Q4 		$479K Buy
+16,500
New +$476K 0.46% 54

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $143M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BFI Wealth Solutions's JAJL Position: Q1 2026 in Review

BFI Wealth Solutions held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q1 2026 at 16,500 shares worth $480K. The position accounts for 0.46% of the portfolio, ranked #52.

BFI Wealth Solutions first reported a position in JAJL in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

  • BFI Wealth Solutions held 16,500 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $480K as of Q1 2026.
  • BFI Wealth Solutions left its Innovator Equity Defined Protection ETF - 6mo Jan/Jul share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.46% of BFI Wealth Solutions's portfolio in Q1 2026, its #52 holding.
  • BFI Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.