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Capital Investment Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Capital Investment Advisors’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 		$234K Sell
5,160
-640
-11% -$28.6K ﹤0.01% 715
2026
Q1 		$247K Buy
+5,800
New +$251K ﹤0.01% 657

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
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Capital Investment Advisors's UJAN Position: Q2 2026 in Review

Capital Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 11% in Q2 2026, selling an estimated $28.6K and leaving 5,160 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Capital Investment Advisors first reported a position in UJAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Capital Investment Advisors held 5,160 shares of Innovator US Equity Ultra Buffer ETF January worth $234K as of Q2 2026.
  • Capital Investment Advisors sold 640 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $28.6K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #715 holding.
  • Capital Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • Capital Investment Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $247K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.