OC
JAJL

Optima Capital’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Optima Capital’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 		– Sell
-3,437
Closed -$99.9K – 1367
2025
Q4 		$99.9K Buy
+3,437
New +$99.1K 0.04% 223

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Optima Capital's JAJL Position: Q1 2026 in Review

Optima Capital sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q1 2026, closing a stake of 3,437 shares — an estimated $99.9K sold.

Optima Capital first reported a position in JAJL in Q4 2025 and held it in 1 quarter. The position peaked at $99.9K in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

  • Optima Capital reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 3,437 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $99.9K.
  • Optima Capital first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $99.9K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.