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Bullock Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Bullock Wealth 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
Q1 		– Sell
-1,455
Closed -$62.9K – 655
2025
Q4 		$62.9K Buy
+1,455
New +$62K 0.03% 242

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bullock Wealth Management's UJAN Position: Q1 2026 in Review

Bullock Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2026, closing a stake of 1,455 shares — an estimated $62.9K sold.

Bullock Wealth Management first reported a position in UJAN in Q4 2025 and held it in 1 quarter. The position peaked at $62.9K in Q4 2025. 112 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Bullock Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 1,455 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $62.9K.
  • Bullock Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $62.9K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.