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

Clearstead 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 		$3.62M Buy
79,931
+130
+0.2% +$5.8K 0.03% 284
2026
Q1 		$3.39M Sell
79,801
-3,980
-5% -$172K 0.03% 282
2025
Q4 		$3.62M Hold
83,781
– – 0.05% 240
2025
Q3 		$3.53M Sell
83,781
-35,416
-30% -$1.46M 0.05% 238
2025
Q2 		$4.71M Buy
119,197
+38,910
+48% +$1.51M 0.07% 203
2025
Q1 		$3.06M Buy
+80,287
New +$3.13M 0.05% 240

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

Clearstead Advisors's UJAN Position: Q2 2026 in Review

Clearstead Advisors increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.16% in Q2 2026, buying an estimated $5.8K and bringing the position to 79,931 shares worth $3.62M. The position accounts for 0.03% of the portfolio, ranked #284.

Clearstead Advisors first reported a position in UJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.71M in Q2 2025. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Clearstead Advisors held 79,931 shares of Innovator US Equity Ultra Buffer ETF January worth $3.62M as of Q2 2026.
  • Clearstead Advisors bought 130 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $5.8K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #284 holding.
  • Clearstead Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $4.71M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

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