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Integral Investment Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Integral Investment Advisors’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
2022
Q2 		– Sell
-13,704
Closed -$424K – 89
2022
Q1 		$424K Sell
13,704
-122,758
-90% -$3.78M 0.27% 68
2021
Q4 		$4.31M Buy
+136,462
New +$4.29M 3.1% 7

Other funds holding UJAN

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

Integral Investment Advisors's UJAN Position: Q2 2022 in Review

Integral Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2022, closing a stake of 13,704 shares — an estimated $424K sold.

Integral Investment Advisors first reported a position in UJAN in Q4 2021 and held it in 2 quarters. The position peaked at $4.31M in Q4 2021. 91 funds tracked by Wall St. Rank hold UJAN as of Q2 2022.

  • Integral Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2022 after selling out during the quarter.
  • Integral Investment Advisors sold 13,704 Innovator US Equity Ultra Buffer ETF January shares in Q2 2022, an estimated $424K.
  • Integral Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2021 and held it in 2 quarters.
  • Integral Investment Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $4.31M in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2022.

Based on Integral Investment Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.