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Keystone Wealth Services’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Keystone Wealth 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
2025
Q3 		– Sell
-5,052
Closed -$204K – 310
2025
Q2 		$204K Buy
+5,052
New +$196K 0.05% 272

Other funds holding UJAN

SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Keystone Wealth Services's UJAN Position: Q3 2025 in Review

Keystone Wealth Services sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2025, closing a stake of 5,052 shares — an estimated $204K sold.

Keystone Wealth Services first reported a position in UJAN in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 96 funds tracked by Wall St. Rank hold UJAN as of Q3 2025.

  • Keystone Wealth Services reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 5,052 Innovator US Equity Ultra Buffer ETF January shares in Q3 2025, an estimated $204K.
  • Keystone Wealth Services first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Innovator US Equity Ultra Buffer ETF January position peaked at $204K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.