KWM
JAJL

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

KFG 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 		$655K Sell
21,886
-3,472
-14% -$103K 0.07% 117
2026
Q1 		$737K Buy
25,358
+2,470
+11% +$72K 0.1% 98
2025
Q4 		$665K Buy
22,888
+846
+4% +$24.4K 0.09% 100
2025
Q3 		$632K Buy
22,042
+10,980
+99% +$312K 0.09% 108
2025
Q2 		$312K Buy
+11,062
New +$303K 0.05% 162

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

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

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 14% in Q2 2026, selling an estimated $103K and leaving 21,886 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #117.

KFG Wealth Management first reported a position in JAJL in Q2 2025 and has held it in 5 quarters since. The position peaked at $737K in Q1 2026. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • KFG Wealth Management held 21,886 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $655K as of Q2 2026.
  • KFG Wealth Management sold 3,472 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $103K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.07% of KFG Wealth Management's portfolio in Q2 2026, its #117 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q2 2025 and has held it in 5 quarters since.
  • KFG Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $737K 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 KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.