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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
Q2 		$308K Buy
10,309
+105
+1% +$3.11K ﹤0.01% 1402
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 $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.17% 1-Year Est. Return

Waverly Advisors's JAJL Position: Q2 2026 in Review

Waverly Advisors increased its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 1% in Q2 2026, buying an estimated $3.11K and bringing the position to 10,309 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Waverly Advisors first reported a position in JAJL in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Waverly Advisors held 10,309 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $308K as of Q2 2026.
  • Waverly Advisors bought 105 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $3.11K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1402 holding.
  • Waverly Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.