W
JAJL

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

WorthPointe’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 		– Sell
-8,300
Closed -$238K – 139
2025
Q3 		$238K Hold
8,300
– – 0.09% 94
2025
Q2 		$234K Sell
8,300
-534
-6% -$14.6K 0.1% 87
2025
Q1 		$240K Buy
8,834
+586
+7% +$16K 0.11% 79
2024
Q4 		$225K Buy
+8,248
New +$222K 0.09% 82

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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

WorthPointe's JAJL Position: Q4 2025 in Review

WorthPointe sold out of Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) in Q4 2025, closing a stake of 8,300 shares — an estimated $238K sold.

WorthPointe first reported a position in JAJL in Q4 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2025. 91 funds tracked by Wall St. Rank hold JAJL as of Q4 2025.

  • WorthPointe reported no remaining Innovator Equity Defined Protection ETF - 6mo Jan/Jul position as of Q4 2025 after selling out during the quarter.
  • WorthPointe sold 8,300 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q4 2025, an estimated $238K.
  • WorthPointe first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2024 and held it in 4 quarters.
  • WorthPointe's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $240K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q4 2025.

Based on WorthPointe's 13F filing for Q4 2025, filed 26 Jan 2026.