SageView Advisory Group
JAJL icon

SageView Advisory Group’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-950
Closed -$27.6K – 2532
2025
Q4 		$27.6K Buy
+950
New +$27.4K ﹤0.01% 1318

Other funds holding JAJL

Kingsview Wealth Management
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
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SageView Advisory Group's JAJL Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q1 2026, closing a stake of 950 shares — an estimated $27.6K sold.

SageView Advisory Group first reported a position in JAJL in Q4 2025 and held it in 1 quarter. The position peaked at $27.6K in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 950 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $27.6K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $27.6K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.