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

AE 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
2026 Q2	$207K	Sell	4,565 -2	-0%	-$89	﹤0.01%	1704
2026 Q1	$194K	Buy	4,567 +850	+23%	+$36.8K	﹤0.01%	1611
2025 Q4	$161K	Buy	3,717 +1,145	+45%	+$48.8K	﹤0.01%	1570
2025 Q3	$108K	Buy	2,572 +91	+4%	+$3.76K	﹤0.01%	1547
2025 Q2	$100K	Sell	2,481 -881	-26%	-$34.1K	﹤0.01%	1482
2025 Q1	$128K	Sell	3,362 -61	-2%	-$2.38K	﹤0.01%	1384
2024 Q4	$133K	Buy	+3,423	New	+$132K	﹤0.01%	1366
2022 Q4	–	Sell	-9,573	Closed	-$279K	–	1921
2022 Q3	$279K	Sell	9,573 -2,024	-17%	-$59.7K	﹤0.01%	1495
2022 Q2	$338K	Buy	11,597 +596	+5%	+$17.8K	﹤0.01%	1390
2022 Q1	$340K	Buy	+11,001	New	+$339K	﹤0.01%	1376

Other funds holding UJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

AE Wealth Management's UJAN Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.04% in Q2 2026, selling an estimated $89 and leaving 4,565 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

AE Wealth Management first reported a position in UJAN in Q1 2022 and has held it in 10 quarters since. The position peaked at $340K in Q1 2022. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

AE Wealth Management held 4,565 shares of Innovator US Equity Ultra Buffer ETF January worth $207K as of Q2 2026.
AE Wealth Management sold 2 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $89.
Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1704 holding.
AE Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and has held it in 10 quarters since.
AE Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $340K in Q1 2022.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.