Janney Montgomery Scott’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Janney Montgomery Scott’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	-11,566	Closed	-$360K	–	2432
2021 Q3	$360K	Sell	11,566 -11,300	-49%	-$352K	﹤0.01%	1859
2021 Q2	$708K	Hold	22,866	–	–	﹤0.01%	1450
2021 Q1	$694K	Buy	+22,866	New	+$687K	﹤0.01%	1385
2020 Q4	–	Sell	-9,270	Closed	-$265K	–	2277
2020 Q3	$265K	Sell	9,270 -2,250	-20%	-$63.9K	﹤0.01%	1774
2020 Q2	$319K	Hold	11,520	–	–	﹤0.01%	1598
2020 Q1	$296K	Buy	+11,520	New	+$315K	﹤0.01%	1491

Other funds holding UJAN

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott's UJAN Position: Q4 2021 in Review

Janney Montgomery Scott sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2021, closing a stake of 11,566 shares — an estimated $360K sold.

Janney Montgomery Scott first reported a position in UJAN in Q1 2020 and held it in 6 quarters. The position peaked at $708K in Q2 2021. 43 funds tracked by Wall St. Rank hold UJAN as of Q4 2021.

Janney Montgomery Scott reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2021 after selling out during the quarter.
Janney Montgomery Scott sold 11,566 Innovator US Equity Ultra Buffer ETF January shares in Q4 2021, an estimated $360K.
Janney Montgomery Scott first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2020 and held it in 6 quarters.
Janney Montgomery Scott's Innovator US Equity Ultra Buffer ETF January position peaked at $708K in Q2 2021.
43 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.