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BFI Wealth Solutions’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

BFI Wealth Solutions’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 		$413K Sell
9,100
-2,500
-22% -$112K 0.31% 55
2026
Q1 		$496K Hold
11,600
– – 0.48% 51
2025
Q4 		$502K Buy
+11,600
New +$494K 0.48% 51

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 $855M AUM
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

BFI Wealth Solutions's UJAN Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 22% in Q2 2026, selling an estimated $112K and leaving 9,100 shares worth $413K. The position accounts for 0.31% of the portfolio, ranked #55.

BFI Wealth Solutions first reported a position in UJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $502K in Q4 2025. 125 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • BFI Wealth Solutions held 9,100 shares of Innovator US Equity Ultra Buffer ETF January worth $413K as of Q2 2026.
  • BFI Wealth Solutions sold 2,500 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $112K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.31% of BFI Wealth Solutions's portfolio in Q2 2026, its #55 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Innovator US Equity Ultra Buffer ETF January position peaked at $502K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.