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

Capital Investment Advisory Services’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
2021
Q1 		– Sell
-1,200
Closed -$36K – 770
2020
Q4 		$36K Hold
1,200
– – 0.01% 540
2020
Q3 		$34K Buy
+1,200
New +$34.1K 0.01% 480

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MWM
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AA
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SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Capital Investment Advisory Services's UJAN Position: Q1 2021 in Review

Capital Investment Advisory Services sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2021, closing a stake of 1,200 shares — an estimated $36K sold.

Capital Investment Advisory Services first reported a position in UJAN in Q3 2020 and held it in 2 quarters. The position peaked at $36K in Q4 2020. 45 funds tracked by Wall St. Rank hold UJAN as of Q1 2021.

  • Capital Investment Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,200 Innovator US Equity Ultra Buffer ETF January shares in Q1 2021, an estimated $36K.
  • Capital Investment Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2020 and held it in 2 quarters.
  • Capital Investment Advisory Services's Innovator US Equity Ultra Buffer ETF January position peaked at $36K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2021.

Based on Capital Investment Advisory Services's 13F filing for Q1 2021, filed 5 May 2021.