Elmwood Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Elmwood Wealth Management’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	$227K	Hold	5,000	–	–	0.06%	183
2026 Q1	$213K	Hold	5,000	–	–	0.06%	171
2025 Q4	$216K	Hold	5,000	–	–	0.07%	160
2025 Q3	$211K	Hold	5,000	–	–	0.07%	132
2025 Q2	$202K	Buy	+5,000	New	+$194K	0.08%	127
2023 Q3	–	Sell	-11,500	Closed	-$376K	–	123
2023 Q2	$376K	Hold	11,500	–	–	0.18%	97
2023 Q1	$358K	Hold	11,500	–	–	0.17%	98
2022 Q4	$342K	Sell	11,500 -6,000	-34%	-$177K	0.17%	99
2022 Q3	$511K	Buy	17,500 +5,500	+46%	+$162K	0.26%	89
2022 Q2	$349K	Buy	+12,000	New	+$358K	0.2%	92

Other funds holding UJAN

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Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return