KFG
JAJL

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

Kelly 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 		$585K Hold
19,555
– – 0.13% 53
2026
Q1 		$568K Buy
19,555
+12,670
+184% +$370K 0.14% 50
2025
Q4 		$200K Buy
+6,885
New +$199K 0.05% 94

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

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

Kelly Financial Group held its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) position steady in Q2 2026 at 19,555 shares worth $585K. The position accounts for 0.13% of the portfolio, ranked #53.

Kelly Financial Group first reported a position in JAJL in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Kelly Financial Group held 19,555 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $585K as of Q2 2026.
  • Kelly Financial Group left its Innovator Equity Defined Protection ETF - 6mo Jan/Jul share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.13% of Kelly Financial Group's portfolio in Q2 2026, its #53 holding.
  • Kelly Financial Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.