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

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return