RIL
JAJL

Rothschild Investment LLC’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Rothschild Investment LLC’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
-221,200
Closed -$6.23M – 3267
2025
Q2 		$6.23M Sell
221,200
-72,050
-25% -$1.98M 0.39% 63
2025
Q1 		$7.97M Sell
293,250
-4,000
-1% -$110K 0.53% 50
2024
Q4 		$8.11M Buy
297,250
+3,000
+1% +$80.9K 0.53% 47
2024
Q3 		$7.85M Buy
+294,250
New +$7.75M 0.51% 51

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
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Rothschild Investment LLC's JAJL Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q3 2025, closing a stake of 221,200 shares — an estimated $6.23M sold.

Rothschild Investment LLC first reported a position in JAJL in Q3 2024 and held it in 4 quarters. The position peaked at $8.11M in Q4 2024. 79 funds tracked by Wall St. Rank hold JAJL as of Q3 2025.

  • Rothschild Investment LLC reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 221,200 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q3 2025, an estimated $6.23M.
  • Rothschild Investment LLC first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $8.11M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.