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JT Stratford LLC’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

JT Stratford LLC’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
Q1 		$1.25M Buy
29,304
+12,201
+71% +$528K 0.16% 134
2025
Q4 		$740K Buy
17,103
+3,235
+23% +$138K 0.1% 172
2025
Q3 		$584K Sell
13,868
-272
-2% -$11.2K 0.08% 201
2025
Q2 		$572K Hold
14,140
– – 0.09% 186
2025
Q1 		$539K Sell
14,140
-485
-3% -$18.9K 0.1% 193
2024
Q4 		$570K Hold
14,625
– – 0.09% 188
2024
Q3 		$556K Sell
14,625
-320
-2% -$12K 0.1% 197
2024
Q2 		$555K Sell
14,945
-350
-2% -$12.7K 0.1% 182
2024
Q1 		$552K Sell
15,295
-470
-3% -$16.6K 0.11% 184
2023
Q4 		$543K Hold
15,765
– – 0.12% 174
2023
Q3 		$513K Hold
15,765
– – 0.13% 163
2023
Q2 		$516K Hold
15,765
– – 0.14% 160
2023
Q1 		$490K Hold
15,765
– – 0.14% 153
2022
Q4 		$468K Hold
15,765
– – 0.15% 134
2022
Q3 		$460K Hold
15,765
– – 0.16% 116
2022
Q2 		$459K Hold
15,765
– – 0.15% 125
2022
Q1 		$488K Sell
15,765
-1,035
-6% -$31.9K 0.14% 126
2021
Q4 		$531K Hold
16,800
– – 0.15% 128
2021
Q3 		$522K Hold
16,800
– – 0.16% 119
2021
Q2 		$520K Hold
16,800
– – 0.17% 118
2021
Q1 		$510K Hold
16,800
– – 0.18% 115
2020
Q4 		$502K Sell
16,800
-16,100
-49% -$471K 0.19% 102
2020
Q3 		$940K Hold
32,900
– – 0.41% 62
2020
Q2 		$912K Hold
32,900
– – 0.47% 68
2020
Q1 		$845K Buy
+32,900
New +$898K 0.52% 57

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JT Stratford LLC's UJAN Position: Q1 2026 in Review

JT Stratford LLC increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 71% in Q1 2026, buying an estimated $528K and bringing the position to 29,304 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #134.

JT Stratford LLC first reported a position in UJAN in Q1 2020 and has held it in 25 quarters since. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • JT Stratford LLC held 29,304 shares of Innovator US Equity Ultra Buffer ETF January worth $1.25M as of Q1 2026.
  • JT Stratford LLC bought 12,201 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $528K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.16% of JT Stratford LLC's portfolio in Q1 2026, its #134 holding.
  • JT Stratford LLC first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2020 and has held it in 25 quarters since.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.