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Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$541K Buy
+12,733
New +$551K 0.01% 1072
2025
Q3 		– Sell
-10,915
Closed -$442K – 1523
2025
Q2 		$442K Buy
10,915
+333
+3% +$12.9K 0.01% 896
2025
Q1 		$404K Buy
+10,582
New +$413K 0.02% 790

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Arkadios Wealth Advisors's UJAN Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2026: 12,733 shares worth $541K. The stake represents 0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in UJAN as recently as Q2 2025.

Arkadios Wealth Advisors first reported a position in UJAN in Q1 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Arkadios Wealth Advisors held 12,733 shares of Innovator US Equity Ultra Buffer ETF January worth $541K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF January was a new Arkadios Wealth Advisors position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1072 holding.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.