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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return