LWMI
JAJL

Legacy Wealth Management (Idaho)’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Legacy Wealth Management (Idaho)’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
2024
Q4 		– Sell
-1,913
Closed -$51.7K – 819
2024
Q3 		$51.7K Buy
+1,913
New +$50.4K 0.03% 117

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Cetera Investment Advisers
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CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JAJL Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q4 2024, closing a stake of 1,913 shares — an estimated $51.7K sold.

Legacy Wealth Management (Idaho) first reported a position in JAJL in Q3 2024 and held it in 1 quarter. The position peaked at $51.7K in Q3 2024. 55 funds tracked by Wall St. Rank hold JAJL as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,913 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q4 2024, an estimated $51.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $51.7K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.