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ATX Financial Planning’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

ATX Financial Planning’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 		$585K Hold
12,905
– – 0.39% 50
2026
Q1 		$549K Hold
12,905
– – 0.42% 48
2025
Q4 		$558K Buy
+12,905
New +$549K 0.43% 55

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

ATX Financial Planning's UJAN Position: Q2 2026 in Review

ATX Financial Planning held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 12,905 shares worth $585K. The position accounts for 0.39% of the portfolio, ranked #50.

ATX Financial Planning first reported a position in UJAN in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • ATX Financial Planning held 12,905 shares of Innovator US Equity Ultra Buffer ETF January worth $585K as of Q2 2026.
  • ATX Financial Planning left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.39% of ATX Financial Planning's portfolio in Q2 2026, its #50 holding.
  • ATX Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.