BWM
JAJL

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

Bullock 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
Q4 		– Sell
-30,918
Closed -$886K – 634
2025
Q3 		$886K Buy
+30,918
New +$878K 0.44% 53

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bullock Wealth Management's JAJL Position: Q4 2025 in Review

Bullock Wealth Management sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q4 2025, closing a stake of 30,918 shares — an estimated $886K sold.

Bullock Wealth Management first reported a position in JAJL in Q3 2025 and held it in 1 quarter. The position peaked at $886K in Q3 2025. 92 funds tracked by Wall St. Rank hold JAJL as of Q4 2025.

  • Bullock Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 30,918 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q4 2025, an estimated $886K.
  • Bullock Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $886K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.