CWS
JAJL

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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Cypress Wealth Services's JAJL Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q2 2026 at 35,448 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #124.

Cypress Wealth Services first reported a position in JAJL in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Cypress Wealth Services held 35,448 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $1.06M as of Q2 2026.
  • Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 6mo Jan/Jul share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #124 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 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.