BFWM
JAJL

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

Bright Futures 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
2024
Q4 		– Sell
-7,984
Closed -$214K – 246
2024
Q3 		$214K Buy
+7,984
New +$210K 0.1% 208

Other funds holding JAJL

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AWM
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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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Bright Futures Wealth Management's JAJL Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q4 2024, closing a stake of 7,984 shares — an estimated $214K sold.

Bright Futures Wealth Management first reported a position in JAJL in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 55 funds tracked by Wall St. Rank hold JAJL as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 7,984 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q4 2024, an estimated $214K.
  • Bright Futures Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $214K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.