JAJL — INNOVATOR ETFS TRUST

Ownership history in WorthPointe, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in INNOVATOR ETFS TRUST (JAJL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q1)
Avg. % of fund
0.1%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,300 — 0% 0.09% $238K $28.65
2025 Q2 REDUCED 8,300 -534 -6.0% 0.10% $234K $28.17
2025 Q1 ADDED 8,834 +586 +7.1% 0.11% $240K $27.17
2024 Q4 INITIATED 8,248 — — 0.09% $225K $27.27
% of Fund (quarterly)    JAJL price (monthly, adj. close)

Other funds also holding JAJL

As of 2025 Q4 — sorted by position size

Peak Wealth Management LLC 2.04% Keystone Financial Group, Inc. 0.96% Kingsview Wealth Management, LLC 3Y 0.67% BFI Wealth Solutions, LLC 0.46% Weaver Capital Management LLC 0.35% Triad Wealth Partners, LLC 0.34% Encompass More Asset Management 0.25% Lifestyle Asset Management, Inc. 0.19% Benson Wealth Management INC 0.19% WEALTHGARDEN F.S. LLC 0.16%
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