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Concord Wealth Partners’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-314
Closed -$10K – 1391
2021
Q4 		$10K Buy
+314
New +$9.87K ﹤0.01% 790

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BCM
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MW
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Osaic Holdings
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HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

Concord Wealth Partners's UJAN Position: Q1 2022 in Review

Concord Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2022, closing a stake of 314 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in UJAN in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 72 funds tracked by Wall St. Rank hold UJAN as of Q1 2022.

  • Concord Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 314 Innovator US Equity Ultra Buffer ETF January shares in Q1 2022, an estimated $10K.
  • Concord Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Innovator US Equity Ultra Buffer ETF January position peaked at $10K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.