PWM
JAJL

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

Peak 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 		$2.43M Buy
81,328
+44
+0.1% +$1.3K 1.71% 19
2026
Q1 		$2.36M Sell
81,284
-2,770
-3% -$80.8K 1.94% 17
2025
Q4 		$2.44M Buy
+84,054
New +$2.42M 2.04% 17

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Peak Wealth Management increased its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 0.05% in Q2 2026, buying an estimated $1.3K and bringing the position to 81,328 shares worth $2.43M. The position accounts for 1.71% of the portfolio, ranked #19.

Peak Wealth Management first reported a position in JAJL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.44M in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Peak Wealth Management held 81,328 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $2.43M as of Q2 2026.
  • Peak Wealth Management bought 44 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $1.3K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 1.71% of Peak Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Peak Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and has held it in 3 quarters since.
  • Peak Wealth Management's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $2.44M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.