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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
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% -$3.13K 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

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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bedel Financial Consulting's UJAN Position: Q1 2026 in Review

Bedel Financial Consulting increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 9.8% in Q1 2026, buying an estimated $36.7K and bringing the position to 9,472 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #190.

Bedel Financial Consulting first reported a position in UJAN in Q1 2019 and has held it in 29 quarters since. The position peaked at $493K in Q1 2021. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Bedel Financial Consulting held 9,472 shares of Innovator US Equity Ultra Buffer ETF January worth $403K as of Q1 2026.
  • Bedel Financial Consulting bought 848 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $36.7K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.05% of Bedel Financial Consulting's portfolio in Q1 2026, its #190 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2019 and has held it in 29 quarters since.
  • Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF January position peaked at $493K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.