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

IMG 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
2026
Q2 		$2.28M Buy
50,186
+581
+1% +$25.9K 1.27% 16
2026
Q1 		$2.11M Sell
49,605
-1,147
-2% -$49.6K 1.34% 16
2025
Q4 		$2.2M Buy
50,752
+1,285
+3% +$54.7K 1.39% 19
2025
Q3 		$2.08M Buy
49,467
+396
+0.8% +$16.3K 1.41% 17
2025
Q2 		$1.99M Buy
49,071
+598
+1% +$23.2K 1.54% 16
2025
Q1 		$1.85M Buy
48,473
+1,049
+2% +$41K 1.66% 17
2024
Q4 		$1.85M Buy
+47,424
New +$1.83M 1.71% 17

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

IMG Wealth Management's UJAN Position: Q2 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 1.2% in Q2 2026, buying an estimated $25.9K and bringing the position to 50,186 shares worth $2.28M. The position accounts for 1.27% of the portfolio, ranked #16.

IMG Wealth Management first reported a position in UJAN in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • IMG Wealth Management held 50,186 shares of Innovator US Equity Ultra Buffer ETF January worth $2.28M as of Q2 2026.
  • IMG Wealth Management bought 581 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $25.9K.
  • Innovator US Equity Ultra Buffer ETF January made up 1.27% of IMG Wealth Management's portfolio in Q2 2026, its #16 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.