Concurrent Investment Advisors’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Concurrent Investment Advisors’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	–	Sell	-9,572	Closed	-$278K	–	2075
2025 Q4	$278K	Buy	+9,572	New	+$276K	﹤0.01%	1447

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Concurrent Investment Advisors's JAJL Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q1 2026, closing a stake of 9,572 shares — an estimated $278K sold.

Concurrent Investment Advisors first reported a position in JAJL in Q4 2025 and held it in 1 quarter. The position peaked at $278K in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

Concurrent Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 9,572 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $278K.
Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and held it in 1 quarter.
Concurrent Investment Advisors's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $278K in Q4 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.