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

BXM Wealth’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 		$1.24M Sell
27,325
-27,870
-50% -$1.24M 0.67% 34
2026
Q1 		$2.35M Buy
+55,195
New +$2.39M 1.81% 12

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LF
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BXM Wealth's UJAN Position: Q2 2026 in Review

BXM Wealth reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 50% in Q2 2026, selling an estimated $1.24M and leaving 27,325 shares worth $1.24M. The position accounts for 0.67% of the portfolio, ranked #34.

BXM Wealth first reported a position in UJAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.35M in Q1 2026. 42 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • BXM Wealth held 27,325 shares of Innovator US Equity Ultra Buffer ETF January worth $1.24M as of Q2 2026.
  • BXM Wealth sold 27,870 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $1.24M.
  • Innovator US Equity Ultra Buffer ETF January made up 0.67% of BXM Wealth's portfolio in Q2 2026, its #34 holding.
  • BXM Wealth first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • BXM Wealth's Innovator US Equity Ultra Buffer ETF January position peaked at $2.35M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.