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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
Q1 		$496K Hold
11,600
– – 0.48% 51
2025
Q4 		$502K Buy
+11,600
New +$494K 0.48% 51

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TPW
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SA
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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 $1.76B AUM 18.92% 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

BFI Wealth Solutions's UJAN Position: Q1 2026 in Review

BFI Wealth Solutions held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q1 2026 at 11,600 shares worth $496K. The position accounts for 0.48% of the portfolio, ranked #51.

BFI Wealth Solutions first reported a position in UJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $502K in Q4 2025. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • BFI Wealth Solutions held 11,600 shares of Innovator US Equity Ultra Buffer ETF January worth $496K as of Q1 2026.
  • BFI Wealth Solutions left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.48% of BFI Wealth Solutions's portfolio in Q1 2026, its #51 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • BFI Wealth Solutions's Innovator US Equity Ultra Buffer ETF January position peaked at $502K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.