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Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Foundations Investment 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
Q1 		$2.13M Buy
50,126
+4,696
+10% +$203K 0.03% 360
2025
Q4 		$1.97M Buy
45,430
+30,028
+195% +$1.28M 0.03% 356
2025
Q3 		$649K Buy
+15,402
New +$636K 0.01% 590
2024
Q1 		– Sell
-9,105
Closed -$318K – 756
2023
Q4 		$318K Buy
9,105
+42
+0.5% +$1.4K 0.01% 536
2023
Q3 		$295K Buy
+9,063
New +$298K 0.01% 514

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Foundations Investment Advisors's UJAN Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 10% in Q1 2026, buying an estimated $203K and bringing the position to 50,126 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #360.

Foundations Investment Advisors first reported a position in UJAN in Q3 2023 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Foundations Investment Advisors held 50,126 shares of Innovator US Equity Ultra Buffer ETF January worth $2.13M as of Q1 2026.
  • Foundations Investment Advisors bought 4,696 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $203K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #360 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2023 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.