Core Wealth Advisors (Florida)’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-7,742	Closed	-$210K	–	77
2025 Q1	$210K	Hold	7,742	–	–	0.07%	66
2024 Q4	$211K	Hold	7,742	–	–	0.07%	59
2024 Q3	$207K	Buy	+7,742	New	+$204K	0.07%	58

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 $79.5B AUM 27.1% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Core Wealth Advisors (Florida)'s JAJL Position: Q2 2025 in Review

Core Wealth Advisors (Florida) sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q2 2025, closing a stake of 7,742 shares — an estimated $210K sold.

Core Wealth Advisors (Florida) first reported a position in JAJL in Q3 2024 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 81 funds tracked by Wall St. Rank hold JAJL as of Q2 2025.

Core Wealth Advisors (Florida) reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q2 2025 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 7,742 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2025, an estimated $210K.
Core Wealth Advisors (Florida) first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $211K in Q4 2024.
81 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2025, filed 14 Aug 2025.