Berkshire Money Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Berkshire Money 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
2026 Q2	$3.62M	Hold	79,793	–	–	0.33%	28
2026 Q1	$3.39M	Hold	79,793	–	–	0.35%	30
2025 Q4	$3.45M	Hold	79,793	–	–	0.33%	27
2025 Q3	$3.36M	Hold	79,793	–	–	0.35%	26
2025 Q2	$3.23M	Hold	79,793	–	–	0.34%	26
2025 Q1	$3.04M	Hold	79,793	–	–	0.34%	24
2024 Q4	$3.11M	Hold	79,793	–	–	0.34%	22
2024 Q3	$3.04M	Hold	79,793	–	–	0.35%	21
2024 Q2	$2.96M	Sell	79,793 -217	-0.3%	-$7.87K	0.36%	21
2024 Q1	$2.89M	Sell	80,010 -870	-1%	-$30.7K	0.35%	23
2023 Q4	$2.78M	Hold	80,880	–	–	0.37%	25
2023 Q3	$2.63M	Hold	80,880	–	–	0.4%	24
2023 Q2	$2.65M	Sell	80,880 -825	-1%	-$26.1K	0.38%	29
2023 Q1	$2.54M	Hold	81,705	–	–	0.39%	30
2022 Q4	$2.43M	Sell	81,705 -1,351	-2%	-$39.9K	0.38%	26
2022 Q3	$2.42M	Sell	83,056 -237,751	-74%	-$7.01M	0.42%	27
2022 Q2	$9.34M	Sell	320,807 -11,188	-3%	-$333K	1.55%	14
2022 Q1	$10.3M	Buy	+331,995	New	+$10.2M	1.48%	13

Other funds holding UJAN

BCM

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Berkshire Money Management's UJAN Position: Q2 2026 in Review

Berkshire Money Management held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 79,793 shares worth $3.62M. The position accounts for 0.33% of the portfolio, ranked #28.

Berkshire Money Management first reported a position in UJAN in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2022. 61 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Berkshire Money Management held 79,793 shares of Innovator US Equity Ultra Buffer ETF January worth $3.62M as of Q2 2026.
Berkshire Money Management left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF January made up 0.33% of Berkshire Money Management's portfolio in Q2 2026, its #28 holding.
Berkshire Money Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and has held it in 18 quarters since.
Berkshire Money Management's Innovator US Equity Ultra Buffer ETF January position peaked at $10.3M in Q1 2022.
61 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.