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Atria Wealth Solutions’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-6,891
Closed -$268K – 2081
2024
Q4 		$268K Hold
6,891
– – ﹤0.01% 1627
2024
Q3 		$262K Hold
6,891
– – ﹤0.01% 1599
2024
Q2 		$256K Hold
6,891
– – ﹤0.01% 1608
2024
Q1 		$249K Hold
6,891
– – ﹤0.01% 1684
2023
Q4 		$237K Sell
6,891
-67
-1% -$2.24K ﹤0.01% 1669
2023
Q3 		$227K Hold
6,958
– – ﹤0.01% 1612
2023
Q2 		$228K Sell
6,958
-13,277
-66% -$420K ﹤0.01% 1615
2023
Q1 		$629K Hold
20,235
– – 0.01% 1006
2022
Q4 		$601K Sell
20,235
-17,661
-47% -$522K 0.01% 990
2022
Q3 		$1.11M Sell
37,896
-120,569
-76% -$3.55M 0.02% 685
2022
Q2 		$4.61M Buy
158,465
+131,215
+482% +$3.91M 0.09% 248
2022
Q1 		$843K Buy
+27,250
New +$839K 0.01% 802

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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Atria Wealth Solutions's UJAN Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2025, closing a stake of 6,891 shares — an estimated $268K sold.

Atria Wealth Solutions first reported a position in UJAN in Q1 2022 and held it in 12 quarters. The position peaked at $4.61M in Q2 2022. 96 funds tracked by Wall St. Rank hold UJAN as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,891 Innovator US Equity Ultra Buffer ETF January shares in Q1 2025, an estimated $268K.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Innovator US Equity Ultra Buffer ETF January position peaked at $4.61M in Q2 2022.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.