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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
Q2 		$2.36M Buy
52,128
+2,002
+4% +$89.3K 0.02% 368
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 $855M AUM
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

Foundations Investment Advisors's UJAN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 4% in Q2 2026, buying an estimated $89.3K and bringing the position to 52,128 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #368.

Foundations Investment Advisors first reported a position in UJAN in Q3 2023 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Foundations Investment Advisors held 52,128 shares of Innovator US Equity Ultra Buffer ETF January worth $2.36M as of Q2 2026.
  • Foundations Investment Advisors bought 2,002 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $89.3K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #368 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2023 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.