Keystone Financial Group (Georgia)’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Keystone Financial Group (Georgia)’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 Q1	$250K	Sell	8,609 -54,708	-86%	-$1.6M	0.13%	51
2025 Q4	$1.84M	Sell	63,317 -3,468	-5%	-$100K	0.96%	24
2025 Q3	$1.91M	Sell	66,785 -27,482	-29%	-$781K	1.08%	20
2025 Q2	$2.66M	Sell	94,267 -37,336	-28%	-$1.02M	1.7%	17
2025 Q1	$3.58M	Buy	131,603 +113,077	+610%	+$3.1M	2.52%	10
2024 Q4	$505K	Buy	+18,526	New	+$500K	0.41%	41

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Keystone Financial Group (Georgia)'s JAJL Position: Q1 2026 in Review

Keystone Financial Group (Georgia) reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 86% in Q1 2026, selling an estimated $1.6M and leaving 8,609 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #51.

Keystone Financial Group (Georgia) first reported a position in JAJL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.58M in Q1 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

Keystone Financial Group (Georgia) held 8,609 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $250K as of Q1 2026.
Keystone Financial Group (Georgia) sold 54,708 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $1.6M.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.13% of Keystone Financial Group (Georgia)'s portfolio in Q1 2026, its #51 holding.
Keystone Financial Group (Georgia) first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2024 and has held it in 6 quarters since.
Keystone Financial Group (Georgia)'s Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $3.58M in Q1 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.