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

UBS 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	-198	Closed	-$5.75K	–	11360
2025 Q4	$5.75K	Buy	+198	New	+$5.71K	﹤0.01%	8635
2025 Q2	–	Sell	-41,242	Closed	-$1.12M	–	10994
2025 Q1	$1.12M	Buy	41,242 +40,876	+11,168%	+$1.12M	﹤0.01%	5185
2024 Q4	$9.98K	Buy	366 +275	+302%	+$7.42K	﹤0.01%	8327
2024 Q3	$2.43K	Buy	+91	New	+$2.4K	﹤0.01%	8430

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group's JAJL Position: Q1 2026 in Review

UBS Group sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q1 2026, closing a stake of 198 shares — an estimated $5.75K sold.

UBS Group first reported a position in JAJL in Q3 2024 and held it in 4 quarters. The position peaked at $1.12M in Q1 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

UBS Group reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q1 2026 after selling out during the quarter.
UBS Group sold 198 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $5.75K.
UBS Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2024 and held it in 4 quarters.
UBS Group's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $1.12M in Q1 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.