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BFC Planning, Inc.’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

BFC Planning, Inc.’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 		$6.3K Hold
139
– – ﹤0.01% 2583
2026
Q1 		$5.91K Buy
139
+117
+532% +$5.06K ﹤0.01% 2247
2025
Q4 		$952 Hold
22
– – ﹤0.01% 2806
2025
Q3 		$927 Buy
+22
New +$908 ﹤0.01% 2637

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FA
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Commonwealth Equity Services
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Campbell Deegan Wealth Management
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Prosperity Capital Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Strategic Blueprint
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BFC Planning, Inc.'s UJAN Position: Q2 2026 in Review

BFC Planning, Inc. held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 139 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

BFC Planning, Inc. first reported a position in UJAN in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • BFC Planning, Inc. held 139 shares of Innovator US Equity Ultra Buffer ETF January worth $6.3K as of Q2 2026.
  • BFC Planning, Inc. left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2583 holding.
  • BFC Planning, Inc. first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.