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Keel Point’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Keel Point’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
2020
Q4 		– Sell
-7,473
Closed -$214K – 258
2020
Q3 		$214K Buy
+7,473
New +$212K 0.02% 203

Other funds holding UJAN

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keel Point's UJAN Position: Q4 2020 in Review

Keel Point sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2020, closing a stake of 7,473 shares — an estimated $214K sold.

Keel Point first reported a position in UJAN in Q3 2020 and held it in 1 quarter. The position peaked at $214K in Q3 2020. 39 funds tracked by Wall St. Rank hold UJAN as of Q4 2020.

  • Keel Point reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2020 after selling out during the quarter.
  • Keel Point sold 7,473 Innovator US Equity Ultra Buffer ETF January shares in Q4 2020, an estimated $214K.
  • Keel Point first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2020 and held it in 1 quarter.
  • Keel Point's Innovator US Equity Ultra Buffer ETF January position peaked at $214K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2020.

Based on Keel Point's 13F filing for Q4 2020, filed 10 Feb 2021.