Focus Partners Wealth’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Focus Partners Wealth’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	$840K	Sell	18,530 -42	-0.2%	-$1.87K	﹤0.01%	1714
2026 Q1	$789K	Sell	18,572 -257	-1%	-$11.1K	﹤0.01%	1713
2025 Q4	$815K	Sell	18,829 -252	-1%	-$10.7K	﹤0.01%	1726
2025 Q3	$804K	Sell	19,081 -272	-1%	-$11.2K	﹤0.01%	1392
2025 Q2	$783K	Buy	19,353 +13	+0.1%	+$503	﹤0.01%	1242
2025 Q1	$738K	Buy	+19,340	New	+$755K	﹤0.01%	1181

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

Focus Partners Wealth's UJAN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.23% in Q2 2026, selling an estimated $1.87K and leaving 18,530 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Focus Partners Wealth first reported a position in UJAN in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Focus Partners Wealth held 18,530 shares of Innovator US Equity Ultra Buffer ETF January worth $840K as of Q2 2026.
Focus Partners Wealth sold 42 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $1.87K.
Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1714 holding.
Focus Partners Wealth first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.