SWM
JAJL

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

Sugarloaf Wealth Management’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
2024
Q4 		$183K Buy
+6,711
New +$181K 0.03% 173

Other funds holding JAJL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Sugarloaf Wealth Management's JAJL Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q4 2024: 6,711 shares worth $183K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

55 funds tracked by Wall St. Rank hold JAJL as of Q4 2024.

  • Sugarloaf Wealth Management held 6,711 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $183K as of Q4 2024.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul was a new Sugarloaf Wealth Management position in Q4 2024.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #173 holding.
  • 55 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.