Root Financial Partners
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Root Financial Partners’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Root Financial Partners’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
Q3 		$25.9K Buy
+857
New +$25.8K ﹤0.01% 1413

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Osaic Holdings
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Root Financial Partners's JAJL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q3 2026: 857 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

85 funds tracked by Wall St. Rank hold JAJL as of Q3 2026.

  • Root Financial Partners held 857 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $25.9K as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul was a new Root Financial Partners position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1413 holding.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.