BTWM
JAJL

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

Brass Tax 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
2025
Q3 		$227K Hold
7,914
– – 0.04% 221
2025
Q2 		$223K Hold
7,914
– – 0.04% 210
2025
Q1 		$215K Buy
7,914
+55
+0.7% +$1.51K 0.05% 202
2024
Q4 		$214K Hold
7,859
– – 0.05% 191
2024
Q3 		$210K Buy
+7,859
New +$207K 0.04% 191

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
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Brass Tax Wealth Management's JAJL Position: Q3 2025 in Review

Brass Tax Wealth Management held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q3 2025 at 7,914 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #221.

Brass Tax Wealth Management first reported a position in JAJL in Q3 2024 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold JAJL as of Q3 2025.

  • Brass Tax Wealth Management held 7,914 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $227K as of Q3 2025.
  • Brass Tax Wealth Management left its Innovator Equity Defined Protection ETF - 6mo Jan/Jul share count unchanged in Q3 2025.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #221 holding.
  • Brass Tax Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.