GFA
JAJL

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

Gallagher Fiduciary 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 		$646K Buy
22,228
+5,125
+30% +$149K 0.03% 120
2025
Q4 		$497K Hold
17,103
– – 0.02% 186
2025
Q3 		$490K Hold
17,103
– – 0.02% 164
2025
Q2 		$482K Buy
17,103
+3,615
+27% +$99.2K 0.02% 185
2025
Q1 		$366K Buy
13,488
+3,834
+40% +$105K 0.01% 196
2024
Q4 		$263K Buy
9,654
+934
+11% +$25.2K 0.05% 237
2024
Q3 		$233K Buy
+8,720
New +$230K 0.05% 231

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
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