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Institutional & Family Asset Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-486
Closed -$15K – 935
2021
Q3 		$15K Hold
486
– – ﹤0.01% 496
2021
Q2 		$15K Buy
+486
New +$14.9K ﹤0.01% 529
2021
Q1 		– Sell
-1,635
Closed -$49K – 998
2020
Q4 		$49K Buy
+1,635
New +$47.8K 0.01% 326

Other funds holding UJAN

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 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
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Institutional & Family Asset Management's UJAN Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2021, closing a stake of 486 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in UJAN in Q4 2020 and held it in 3 quarters. The position peaked at $49K in Q4 2020. 43 funds tracked by Wall St. Rank hold UJAN as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 486 Innovator US Equity Ultra Buffer ETF January shares in Q4 2021, an estimated $15K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2020 and held it in 3 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Ultra Buffer ETF January position peaked at $49K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.