Bedel Financial Consulting
UJAN icon

Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Bedel Financial Consulting’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
Q3 		$385K Sell
8,305
-620
-7% -$28.5K 0.04% 207
2026
Q2 		$405K Sell
8,925
-547
-6% -$24.4K 0.04% 200
2026
Q1 		$403K Buy
9,472
+848
+10% +$36.7K 0.05% 190
2025
Q4 		$373K Hold
8,624
– – 0.04% 193
2025
Q3 		$363K Sell
8,624
-597
-6% -$24.6K 0.05% 197
2025
Q2 		$373K Hold
9,221
– – 0.05% 189
2025
Q1 		$353K Sell
9,221
-199
-2% -$7.77K 0.05% 189
2024
Q4 		$373K Sell
9,420
-101
-1% -$3.89K 0.05% 188
2024
Q3 		$362K Hold
9,521
– – 0.05% 181
2024
Q2 		$353K Hold
9,521
– – 0.05% 169
2024
Q1 		$344K Sell
9,521
-187
-2% -$6.59K 0.05% 175
2023
Q4 		$334K Hold
9,708
– – 0.06% 173
2023
Q3 		$316K Sell
9,708
-95
-1% -$3.12K 0.06% 166
2023
Q2 		$321K Sell
9,803
-1,546
-14% -$49K 0.07% 167
2023
Q1 		$353K Sell
11,349
-393
-3% -$12K 0.09% 150
2022
Q4 		$349K Sell
11,742
-347
-3% -$10.3K 0.09% 147
2022
Q3 		$357K Sell
12,089
-1,212
-9% -$35.7K 0.09% 139
2022
Q2 		$387K Sell
13,301
-585
-4% -$17.4K 0.11% 124
2022
Q1 		$430K Buy
13,886
+425
+3% +$13.1K 0.14% 114
2021
Q4 		$425K Sell
13,461
-901
-6% -$28.3K 0.13% 115
2021
Q3 		$446K Sell
14,362
-1,143
-7% -$35.6K 0.15% 101
2021
Q2 		$480K Sell
15,505
-730
-4% -$22.5K 0.17% 93
2021
Q1 		$493K Hold
16,235
– – 0.19% 85
2020
Q4 		$485K Buy
16,235
+5,926
+57% +$173K 0.22% 68
2020
Q3 		$295K Buy
10,309
+1,143
+12% +$32.5K 0.15% 100
2020
Q2 		$254K Hold
9,166
– – 0.14% 107
2020
Q1 		$235K Hold
9,166
– – 0.16% 101
2019
Q4 		$255K Hold
9,166
– – 0.14% 114
2019
Q3 		$251K Buy
9,166
+1,750
+24% +$47.7K 0.15% 115
2019
Q2 		$201K Hold
7,416
– – 0.12% 136
2019
Q1 		$197K Buy
+7,416
New +$194K 0.13% 131

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Clearstead Advisors
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
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Prairie Wealth Advisors
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Bedel Financial Consulting's UJAN Position: Q3 2026 in Review

Bedel Financial Consulting reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 6.9% in Q3 2026, selling an estimated $28.5K and leaving 8,305 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #207.

Bedel Financial Consulting first reported a position in UJAN in Q1 2019 and has held it in 31 quarters since. The position peaked at $493K in Q1 2021. 75 funds tracked by Wall St. Rank hold UJAN as of Q3 2026.

  • Bedel Financial Consulting held 8,305 shares of Innovator US Equity Ultra Buffer ETF January worth $385K as of Q3 2026.
  • Bedel Financial Consulting sold 620 Innovator US Equity Ultra Buffer ETF January shares in Q3 2026, an estimated $28.5K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.04% of Bedel Financial Consulting's portfolio in Q3 2026, its #207 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2019 and has held it in 31 quarters since.
  • Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF January position peaked at $493K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.