IFG
JAJL

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
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

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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

Independent Financial Group's JAJL Position: Q2 2026 in Review

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 17% in Q2 2026, buying an estimated $62.1K and bringing the position to 14,583 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #1053.

Independent Financial Group first reported a position in JAJL in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Independent Financial Group held 14,583 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $436K as of Q2 2026.
  • Independent Financial Group bought 2,096 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $62.1K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1053 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 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.