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Keating Financial Advisory Services’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Keating Financial Advisory Services’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 		$75.2K Sell
1,769
-1,629
-48% -$70.5K 0.01% 530
2025
Q4 		$147K Buy
+3,398
New +$145K 0.02% 423

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 $1.76B AUM 18.92% 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

Keating Financial Advisory Services's UJAN Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 48% in Q1 2026, selling an estimated $70.5K and leaving 1,769 shares worth $75.2K. The position accounts for 0.01% of the portfolio, ranked #530.

Keating Financial Advisory Services first reported a position in UJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $147K in Q4 2025. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Keating Financial Advisory Services held 1,769 shares of Innovator US Equity Ultra Buffer ETF January worth $75.2K as of Q1 2026.
  • Keating Financial Advisory Services sold 1,629 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $70.5K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #530 holding.
  • Keating Financial Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Innovator US Equity Ultra Buffer ETF January position peaked at $147K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.