CWRP
JAJL

Cassady Wealth & Retirement Planning’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Cassady Wealth & Retirement Planning’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 		$487K Buy
16,447
+367
+2% +$10.7K 0.25% 67
2025
Q4 		$467K Buy
+16,080
New +$464K 0.3% 66

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

Cassady Wealth & Retirement Planning's JAJL Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 2.3% in Q1 2026, buying an estimated $10.7K and bringing the position to 16,447 shares worth $487K. The position accounts for 0.25% of the portfolio, ranked #67.

Cassady Wealth & Retirement Planning 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.

  • Cassady Wealth & Retirement Planning held 16,447 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $487K as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 367 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $10.7K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.25% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #67 holding.
  • Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.