GM
JAJL

GeoWealth Management’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

GeoWealth Management’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
2024
Q4 		– Sell
-6,871
Closed -$183K – 1896
2024
Q3 		$183K Buy
+6,871
New +$181K 0.01% 742

Other funds holding JAJL

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

GeoWealth Management's JAJL Position: Q4 2024 in Review

GeoWealth Management sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q4 2024, closing a stake of 6,871 shares — an estimated $183K sold.

GeoWealth Management first reported a position in JAJL in Q3 2024 and held it in 1 quarter. The position peaked at $183K in Q3 2024. 55 funds tracked by Wall St. Rank hold JAJL as of Q4 2024.

  • GeoWealth Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 6,871 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q4 2024, an estimated $183K.
  • GeoWealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $183K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.