4J Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

4J Wealth Management’s Portfolio UJAN Stock Details UJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,897	Closed	-$257K	–	87
2023 Q3	$257K	Sell	7,897 -3,450	-30%	-$113K	0.26%	67
2023 Q2	$371K	Hold	11,347	–	–	0.36%	58
2023 Q1	$353K	Sell	11,347 -104	-0.9%	-$3.18K	0.38%	56
2022 Q4	$340K	Hold	11,451	–	–	0.4%	56
2022 Q3	$334K	Buy	11,451 +862	+8%	+$25.4K	0.43%	54
2022 Q2	$308K	Buy	+10,589	New	+$316K	0.39%	51

Other funds holding UJAN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

4J Wealth Management's UJAN Position: Q4 2023 in Review

4J Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2023, closing a stake of 7,897 shares — an estimated $257K sold.

4J Wealth Management first reported a position in UJAN in Q2 2022 and held it in 6 quarters. The position peaked at $371K in Q2 2023. 70 funds tracked by Wall St. Rank hold UJAN as of Q4 2023.

4J Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2023 after selling out during the quarter.
4J Wealth Management sold 7,897 Innovator US Equity Ultra Buffer ETF January shares in Q4 2023, an estimated $257K.
4J Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2022 and held it in 6 quarters.
4J Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $371K in Q2 2023.
70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2023.

Based on 4J Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.