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Journey Retirement Planning & Investment Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Journey Retirement Planning & Investment 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 		$239K Buy
+5,280
New +$236K 0.19% 135
2026
Q1 		– Sell
-13,900
Closed -$601K – 235
2025
Q4 		$601K Buy
+13,900
New +$592K 0.12% 135

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
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Journey Retirement Planning & Investment Management's UJAN Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026: 5,280 shares worth $239K. The stake represents 0.19% of the portfolio and ranks #135 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in UJAN as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in UJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $601K in Q4 2025. 84 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,280 shares of Innovator US Equity Ultra Buffer ETF January worth $239K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #135 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Ultra Buffer ETF January position peaked at $601K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.