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

Cypress Wealth Services’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 Q3	$1.08M	Hold	35,448	–	–	0.13%	125
2026 Q2	$1.06M	Hold	35,448	–	–	0.13%	124
2026 Q1	$1.03M	Hold	35,448	–	–	0.15%	115
2025 Q4	$1.03M	Hold	35,448	–	–	0.14%	118
2025 Q3	$1.02M	Buy	+35,448	New	+$1.01M	0.17%	105

Other funds holding JAJL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Peak Wealth Management Nashua, New Hampshire $147M AUM 17.81% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cypress Wealth Services's JAJL Position: Q3 2026 in Review

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q3 2026 at 35,448 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #125.

Cypress Wealth Services first reported a position in JAJL in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold JAJL as of Q3 2026.

Cypress Wealth Services held 35,448 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $1.08M as of Q3 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 6mo Jan/Jul share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.13% of Cypress Wealth Services's portfolio in Q3 2026, its #125 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.