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Independent Financial Group’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Independent Financial Group’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
Q3 		$286K Sell
9,452
-5,131
-35% -$155K 0.01% 1291
2026
Q2 		$436K Buy
14,583
+2,096
+17% +$62.1K 0.01% 1053
2026
Q1 		$363K Buy
12,487
+4,624
+59% +$135K 0.01% 1073
2025
Q4 		$228K Hold
7,863
– – 0.01% 1280
2025
Q3 		$225K Buy
+7,863
New +$223K 0.01% 1229

Other funds holding JAJL

SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Independent Financial Group's JAJL Position: Q3 2026 in Review

Independent Financial Group reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 35% in Q3 2026, selling an estimated $155K and leaving 9,452 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #1291.

Independent Financial Group first reported a position in JAJL in Q3 2025 and has held it in 5 quarters since. The position peaked at $436K in Q2 2026. 9 funds tracked by Wall St. Rank hold JAJL as of Q3 2026.

  • Independent Financial Group held 9,452 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $286K as of Q3 2026.
  • Independent Financial Group sold 5,131 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q3 2026, an estimated $155K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1291 holding.
  • Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $436K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.