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

Sequoia Financial 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	-19,152	Closed	-$540K	–	1817
2025 Q2	$540K	Hold	19,152	–	–	﹤0.01%	960
2025 Q1	$520K	Hold	19,152	–	–	﹤0.01%	841
2024 Q4	$522K	Hold	19,152	–	–	0.01%	787
2024 Q3	$511K	Buy	+19,152	New	+$504K	0.01%	737

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 $1.59B AUM 23.87% 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

Sequoia Financial Advisors's JAJL Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q3 2025, closing a stake of 19,152 shares — an estimated $540K sold.

Sequoia Financial Advisors first reported a position in JAJL in Q3 2024 and held it in 4 quarters. The position peaked at $540K in Q2 2025. 79 funds tracked by Wall St. Rank hold JAJL as of Q3 2025.

Sequoia Financial Advisors reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 19,152 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q3 2025, an estimated $540K.
Sequoia Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 4 quarters.
Sequoia Financial Advisors's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $540K 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 Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.