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Benjamin Edwards Inc’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Benjamin Edwards Inc’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 		$437K Sell
9,644
-218
-2% -$9.73K ﹤0.01% 1103
2026
Q1 		$419K Sell
9,862
-4,056
-29% -$176K ﹤0.01% 1055
2025
Q4 		$602K Sell
13,918
-335
-2% -$14.3K 0.01% 887
2025
Q3 		$600K Sell
14,253
-349
-2% -$14.4K 0.01% 872
2025
Q2 		$591K Buy
14,602
+8,254
+130% +$320K 0.01% 801
2025
Q1 		$242K Buy
+6,348
New +$248K ﹤0.01% 992

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

Benjamin Edwards Inc's UJAN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 2.2% in Q2 2026, selling an estimated $9.73K and leaving 9,644 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Benjamin Edwards Inc first reported a position in UJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $602K in Q4 2025. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Benjamin Edwards Inc held 9,644 shares of Innovator US Equity Ultra Buffer ETF January worth $437K as of Q2 2026.
  • Benjamin Edwards Inc sold 218 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $9.73K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1103 holding.
  • Benjamin Edwards Inc first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • Benjamin Edwards Inc's Innovator US Equity Ultra Buffer ETF January position peaked at $602K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.