WA
JAJL

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

Waverly 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
2026
Q1 		$297K Buy
10,204
+700
+7% +$20.4K ﹤0.01% 1304
2025
Q4 		$276K Buy
+9,504
New +$274K ﹤0.01% 1250

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
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)
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 $38.8B AUM 21.88% 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

Waverly Advisors's JAJL Position: Q1 2026 in Review

Waverly Advisors increased its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 7.4% in Q1 2026, buying an estimated $20.4K and bringing the position to 10,204 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Waverly Advisors first reported a position in JAJL in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

  • Waverly Advisors held 10,204 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $297K as of Q1 2026.
  • Waverly Advisors bought 700 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $20.4K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1304 holding.
  • Waverly Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.