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

Goldenstone Wealth 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
2026 Q2	–	Sell	-61,510	Closed	-$1.79M	–	93
2026 Q1	$1.79M	Buy	+61,510	New	+$1.79M	1.3%	18

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Goldenstone Wealth Management's JAJL Position: Q2 2026 in Review

Goldenstone Wealth Management sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q2 2026, closing a stake of 61,510 shares — an estimated $1.79M sold.

Goldenstone Wealth Management first reported a position in JAJL in Q1 2026 and held it in 1 quarter. The position peaked at $1.79M in Q1 2026. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

Goldenstone Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q2 2026 after selling out during the quarter.
Goldenstone Wealth Management sold 61,510 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $1.79M.
Goldenstone Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q1 2026 and held it in 1 quarter.
Goldenstone Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $1.79M in Q1 2026.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.