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Encompass More Asset Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Encompass More Asset 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 		$427K Buy
9,417
+1,794
+24% +$80K 0.06% 187
2026
Q1 		$324K Buy
7,623
+774
+11% +$33.5K 0.05% 186
2025
Q4 		$296K Buy
6,849
+1,110
+19% +$47.3K 0.05% 197
2025
Q3 		$242K Buy
5,739
+681
+13% +$28.1K 0.05% 211
2025
Q2 		$205K Buy
+5,058
New +$196K 0.05% 199

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

Encompass More Asset Management's UJAN Position: Q2 2026 in Review

Encompass More Asset Management increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 24% in Q2 2026, buying an estimated $80K and bringing the position to 9,417 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #187.

Encompass More Asset Management first reported a position in UJAN in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Encompass More Asset Management held 9,417 shares of Innovator US Equity Ultra Buffer ETF January worth $427K as of Q2 2026.
  • Encompass More Asset Management bought 1,794 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $80K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #187 holding.
  • Encompass More Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.