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UJAN icon

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

BCGM 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
Q4 		– Sell
-145,622
Closed -$4.29M – 112
2022
Q3 		$4.29M Sell
145,622
-829
-0.6% -$24.4K 2.14% 13
2022
Q2 		$4.34M Buy
146,451
+45,171
+45% +$1.35M 2.2% 10
2022
Q1 		$3.01M Buy
+101,280
New +$3.12M 1.64% 14

Other funds holding UJAN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return