Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$808K	Sell	27,788 -223	-0.8%	-$6.43K	0.16%	81
2025 Q3	$803K	Buy	28,011 +1,416	+5%	+$40.2K	0.17%	79
2025 Q2	$749K	Buy	26,595 +6,616	+33%	+$181K	0.17%	82
2025 Q1	$543K	Buy	+19,979	New	+$547K	0.13%	97

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 $71.6B AUM 21.08% 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

TWP

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

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

Vantage Financial Partners (Wisconsin)'s JAJL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 0.8% in Q4 2025, selling an estimated $6.43K and leaving 27,788 shares worth $808K. The position accounts for 0.16% of the portfolio, ranked #81.

Vantage Financial Partners (Wisconsin) first reported a position in JAJL in Q1 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold JAJL as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 27,788 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $808K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 223 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q4 2025, an estimated $6.43K.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.16% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #81 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q1 2025 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.