BPI
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BFC Planning, Inc.’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

BFC Planning, Inc.’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 		$25.7K Hold
858
– – ﹤0.01% 1891
2026
Q1 		$24.9K Buy
+858
New +$25K ﹤0.01% 1617

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Kingsview Wealth Management
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Osaic Holdings
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Peak Wealth Management
Peak Wealth Management Nashua, New Hampshire $147M AUM 17.81% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

BFC Planning, Inc.'s JAJL Position: Q2 2026 in Review

BFC Planning, Inc. held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q2 2026 at 858 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

BFC Planning, Inc. first reported a position in JAJL in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • BFC Planning, Inc. held 858 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $25.7K as of Q2 2026.
  • BFC Planning, Inc. 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 ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1891 holding.
  • BFC Planning, Inc. first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.