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

Baker Tilly 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
2022 Q2	–	Sell	-6,570	Closed	-$203K	–	531
2022 Q1	$203K	Hold	6,570	–	–	0.02%	496
2021 Q4	$208K	Hold	6,570	–	–	0.02%	500
2021 Q3	$204K	Hold	6,570	–	–	0.03%	489
2021 Q2	$203K	Buy	+6,570	New	+$202K	0.03%	484

Other funds holding UJAN

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

BCM

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

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

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

Baker Tilly Wealth Management's UJAN Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2022, closing a stake of 6,570 shares — an estimated $203K sold.

Baker Tilly Wealth Management first reported a position in UJAN in Q2 2021 and held it in 4 quarters. The position peaked at $208K in Q4 2021. 91 funds tracked by Wall St. Rank hold UJAN as of Q2 2022.

Baker Tilly Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,570 Innovator US Equity Ultra Buffer ETF January shares in Q2 2022, an estimated $203K.
Baker Tilly Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2021 and held it in 4 quarters.
Baker Tilly Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $208K in Q4 2021.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.