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

Concurrent Investment 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 		$402K Buy
8,858
+836
+10% +$37.3K ﹤0.01% 1532
2026
Q1 		$341K Sell
8,022
-2,123
-21% -$91.9K ﹤0.01% 1406
2025
Q4 		$439K Buy
10,145
+4,084
+67% +$174K 0.01% 1204
2025
Q3 		$255K Buy
6,061
+161
+3% +$6.65K ﹤0.01% 1227
2025
Q2 		$239K Buy
+5,900
New +$228K ﹤0.01% 1177

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

Concurrent Investment Advisors's UJAN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 10% in Q2 2026, buying an estimated $37.3K and bringing the position to 8,858 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Concurrent Investment Advisors first reported a position in UJAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $439K in Q4 2025. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Concurrent Investment Advisors held 8,858 shares of Innovator US Equity Ultra Buffer ETF January worth $402K as of Q2 2026.
  • Concurrent Investment Advisors bought 836 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $37.3K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1532 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $439K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.