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

DHJJ Financial 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 		$236K Sell
5,216
-140
-3% -$6.25K 0.07% 191
2026
Q1 		$228K Buy
5,356
+2,408
+82% +$104K 0.08% 180
2025
Q4 		$128K Sell
2,948
-800
-21% -$34.1K 0.04% 243
2025
Q3 		$158K Hold
3,748
– – 0.05% 204
2025
Q2 		$152K Sell
3,748
-135
-3% -$5.23K 0.05% 200
2025
Q1 		$148K Sell
3,883
-1,365
-26% -$53.3K 0.06% 180
2024
Q4 		$204K Sell
5,248
-1,015
-16% -$39.1K 0.08% 154
2024
Q3 		$238K Hold
6,263
– – 0.09% 142
2024
Q2 		$232K Hold
6,263
– – 0.1% 140
2024
Q1 		$226K Hold
6,263
– – 0.1% 133
2023
Q4 		$216K Hold
6,263
– – 0.1% 132
2023
Q3 		$204K Sell
6,263
-340
-5% -$11.2K 0.1% 130
2023
Q2 		$216K Sell
6,603
-610
-8% -$19.3K 0.11% 131
2023
Q1 		$224K Hold
7,213
– – 0.12% 129
2022
Q4 		$214K Sell
7,213
-684
-9% -$20.2K 0.12% 129
2022
Q3 		$231K Sell
7,897
-1,390
-15% -$41K 0.13% 116
2022
Q2 		$270K Sell
9,287
-4,744
-34% -$141K 0.15% 110
2022
Q1 		$434K Sell
14,031
-170
-1% -$5.23K 0.21% 88
2021
Q4 		$449K Hold
14,201
– – 0.21% 86
2021
Q3 		$441K Hold
14,201
– – 0.23% 82
2021
Q2 		$440K Sell
14,201
-1,070
-7% -$32.9K 0.23% 82
2021
Q1 		$464K Buy
15,271
+4,030
+36% +$121K 0.27% 68
2020
Q4 		$336K Buy
+11,241
New +$329K 0.21% 76

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

DHJJ Financial Advisors's UJAN Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 2.6% in Q2 2026, selling an estimated $6.25K and leaving 5,216 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #191.

DHJJ Financial Advisors first reported a position in UJAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $464K in Q1 2021. 123 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • DHJJ Financial Advisors held 5,216 shares of Innovator US Equity Ultra Buffer ETF January worth $236K as of Q2 2026.
  • DHJJ Financial Advisors sold 140 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $6.25K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.07% of DHJJ Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $464K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.