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Guardian Wealth Advisors (North Carolina)’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-300
Closed -$12.8K – 588
2026
Q1 		$12.8K Buy
+300
New +$13K ﹤0.01% 528
2025
Q3 		– Sell
-300
Closed -$12.1K – 536
2025
Q2 		$12.1K Buy
+300
New +$11.6K ﹤0.01% 471

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
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s UJAN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026, closing a stake of 300 shares — an estimated $12.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in UJAN in Q2 2025 and held it in 2 quarters. The position peaked at $12.8K in Q1 2026. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 300 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $12.8K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2025 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Ultra Buffer ETF January position peaked at $12.8K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.