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COMPASS FINANCIAL MANAGEMENT LLC’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$5.08K Buy
+112
New +$5K ﹤0.01% 1179

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
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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UJAN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026: 112 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

99 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 112 shares of Innovator US Equity Ultra Buffer ETF January worth $5.08K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1179 holding.
  • 99 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.