IWM
UJAN icon

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

IHT 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
2025
Q3 		– Sell
-74,347
Closed -$3.01M – 1227
2025
Q2 		$3.01M Sell
74,347
-18,332
-20% -$710K 0.08% 235
2025
Q1 		$3.56M Buy
+92,679
New +$3.62M 0.11% 182

Other funds holding UJAN

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

IHT Wealth Management's UJAN Position: Q3 2025 in Review

IHT Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2025, closing a stake of 74,347 shares — an estimated $3.01M sold.

IHT Wealth Management first reported a position in UJAN in Q1 2025 and held it in 2 quarters. The position peaked at $3.56M in Q1 2025. 96 funds tracked by Wall St. Rank hold UJAN as of Q3 2025.

  • IHT Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 74,347 Innovator US Equity Ultra Buffer ETF January shares in Q3 2025, an estimated $3.01M.
  • IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2025 and held it in 2 quarters.
  • IHT Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $3.56M in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.