Number of Shares
483,908.00
Current Holdings Value*
$13.15 Mil
% of Portfolio
1.17%
Total Estimate Gain
$880,471.85
% of Total Estimate Gain
2.87%

Soltis Investment Advisors LLC's Innovator Equity Defined Protection ETF - 6mo Jan/Jul Holding Summary

As of 2025-03-31, Soltis Investment Advisors LLC held 483,908.00 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul(JAJL), totaling $13.15 Mil. This investment constitutes 1.17% of their stock portfolio, and Soltis Investment Advisors LLC now holds 5.3% of the outstanding Innovator Equity Defined Protection ETF - 6mo Jan/Jul(JAJL) stock.

The initial trade took place in 2024Q3. And since then Soltis Investment Advisors LLC has made 2 purchases of JAJL, at an average price of $26.75, for a total of 1.15 Mil shares. In addition, there have been 1 sales at an average price of $26.97 for 663,367.00 shares. Based on historical transaction data and JAJL's current price of $28.27, Soltis Investment Advisors LLC's estimated gain on his JAJL holdings is $880,471.85, reflecting a 2.87% gain to date.

Soltis Investment Advisors LLC JAJL ($28.27) Holding Chart

Soltis Investment Advisors LLC JAJL ($28.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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