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Frontier Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Frontier 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
2022
Q2 		$310K Hold
10,650
– – 0.02% 299
2022
Q1 		$326K Buy
+10,650
New +$328K ﹤0.01% 299

Other funds holding UJAN

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

Frontier Wealth Management's UJAN Position: Q2 2022 in Review

Frontier Wealth Management held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2022 at 10,650 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #299.

Frontier Wealth Management first reported a position in UJAN in Q1 2022 and has held it in 2 quarters since. The position peaked at $326K in Q1 2022. 91 funds tracked by Wall St. Rank hold UJAN as of Q2 2022.

  • Frontier Wealth Management held 10,650 shares of Innovator US Equity Ultra Buffer ETF January worth $310K as of Q2 2022.
  • Frontier Wealth Management left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2022.
  • Innovator US Equity Ultra Buffer ETF January made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #299 holding.
  • Frontier Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and has held it in 2 quarters since.
  • Frontier Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $326K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.