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Chicago Partners Investment Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Chicago Partners Investment Group’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 		$553K Hold
12,220
– – 0.01% 937
2026
Q1 		$541K Buy
12,220
+1,148
+10% +$49.7K 0.01% 843
2025
Q4 		$482K Hold
11,072
– – 0.01% 784
2025
Q3 		$471K Sell
11,072
-1
-0% -$41 0.01% 735
2025
Q2 		$454K Hold
11,073
– – 0.01% 642
2025
Q1 		$424K Sell
11,073
-6,435
-37% -$251K 0.01% 573
2024
Q4 		$683K Hold
17,508
– – 0.02% 427
2024
Q3 		$670K Hold
17,508
– – 0.02% 417
2024
Q2 		$651K Hold
17,508
– – 0.03% 405
2024
Q1 		$624K Hold
17,508
– – 0.03% 399
2023
Q4 		$610K Buy
17,508
+3,896
+29% +$130K 0.03% 382
2023
Q3 		$439K Sell
13,612
-4,746
-26% -$156K 0.02% 435
2023
Q2 		$604K Hold
18,358
– – 0.03% 375
2023
Q1 		$575K Hold
18,358
– – 0.03% 355
2022
Q4 		$570K Hold
18,358
– – 0.03% 344
2022
Q3 		$542K Hold
18,358
– – 0.04% 320
2022
Q2 		$544K Hold
18,358
– – 0.04% 320
2022
Q1 		$539K Buy
18,358
+1,541
+9% +$47.4K 0.04% 304
2021
Q4 		$514K Buy
+16,817
New +$529K 0.04% 326

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

Chicago Partners Investment Group's UJAN Position: Q2 2026 in Review

Chicago Partners Investment Group held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 12,220 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #937.

Chicago Partners Investment Group first reported a position in UJAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $683K in Q4 2024. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Chicago Partners Investment Group held 12,220 shares of Innovator US Equity Ultra Buffer ETF January worth $553K as of Q2 2026.
  • Chicago Partners Investment Group left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #937 holding.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
  • Chicago Partners Investment Group's Innovator US Equity Ultra Buffer ETF January position peaked at $683K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.