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Joseph Group Capital Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Joseph Group Capital 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
2023
Q1 		– Sell
-1,912
Closed -$57K – 94
2022
Q4 		$57K Buy
+1,912
New +$56.5K 0.05% 67

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Joseph Group Capital Management's UJAN Position: Q1 2023 in Review

Joseph Group Capital Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2023, closing a stake of 1,912 shares — an estimated $57K sold.

Joseph Group Capital Management first reported a position in UJAN in Q4 2022 and held it in 1 quarter. The position peaked at $57K in Q4 2022. 77 funds tracked by Wall St. Rank hold UJAN as of Q1 2023.

  • Joseph Group Capital Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Joseph Group Capital Management sold 1,912 Innovator US Equity Ultra Buffer ETF January shares in Q1 2023, an estimated $57K.
  • Joseph Group Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2022 and held it in 1 quarter.
  • Joseph Group Capital Management's Innovator US Equity Ultra Buffer ETF January position peaked at $57K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2023.

Based on Joseph Group Capital Management's 13F filing for Q1 2023, filed 4 May 2023.