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Gladstone Institutional Advisory’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Gladstone Institutional Advisory’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 		$542K Sell
11,950
-13,150
-52% -$587K 0.02% 563
2026
Q1 		$1.07M Buy
25,100
+4,000
+19% +$173K 0.04% 362
2025
Q4 		$913K Buy
+21,100
New +$898K 0.03% 383

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gladstone Institutional Advisory's UJAN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 52% in Q2 2026, selling an estimated $587K and leaving 11,950 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #563.

Gladstone Institutional Advisory first reported a position in UJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 47 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Gladstone Institutional Advisory held 11,950 shares of Innovator US Equity Ultra Buffer ETF January worth $542K as of Q2 2026.
  • Gladstone Institutional Advisory sold 13,150 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $587K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #563 holding.
  • Gladstone Institutional Advisory first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's Innovator US Equity Ultra Buffer ETF January position peaked at $1.07M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.