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

Physician Wealth Advisors’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
2025 Q3	–	Sell	-1,830	Closed	-$51.6K	–	2075
2025 Q2	$51.6K	Hold	1,830	–	–	0.01%	343
2025 Q1	$49.7K	Hold	1,830	–	–	0.01%	339
2024 Q4	$49.9K	Buy	+1,830	New	+$49.3K	0.01%	342

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Physician Wealth Advisors's JAJL Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q3 2025, closing a stake of 1,830 shares — an estimated $51.6K sold.

Physician Wealth Advisors first reported a position in JAJL in Q4 2024 and held it in 3 quarters. The position peaked at $51.6K in Q2 2025. 79 funds tracked by Wall St. Rank hold JAJL as of Q3 2025.

Physician Wealth Advisors reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 1,830 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q3 2025, an estimated $51.6K.
Physician Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2024 and held it in 3 quarters.
Physician Wealth Advisors's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $51.6K in Q2 2025.
79 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.