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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Elmwood Wealth Management's UJAN Position: Q2 2026 in Review

Elmwood Wealth Management held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 5,000 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #183.

Elmwood Wealth Management first reported a position in UJAN in Q2 2022 and has held it in 10 quarters since. The position peaked at $511K in Q3 2022. 123 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Elmwood Wealth Management held 5,000 shares of Innovator US Equity Ultra Buffer ETF January worth $227K as of Q2 2026.
Elmwood Wealth Management left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF January made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #183 holding.
Elmwood Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2022 and has held it in 10 quarters since.
Elmwood Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $511K in Q3 2022.
123 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.