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
Q2 		$486K Sell
16,257
-190
-1% -$5.63K 0.23% 68
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 $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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Cassady Wealth & Retirement Planning's JAJL Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 1.2% in Q2 2026, selling an estimated $5.63K and leaving 16,257 shares worth $486K. The position accounts for 0.23% of the portfolio, ranked #68.

Cassady Wealth & Retirement Planning first reported a position in JAJL in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q1 2026. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 16,257 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $486K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 190 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $5.63K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.23% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #68 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 3 quarters since.
  • Cassady Wealth & Retirement Planning's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $487K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.