Koshinski Asset Management
UJAN icon

Koshinski Asset Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Koshinski Asset 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 		$241K Hold
5,312
– – 0.01% 689
2026
Q1 		$226K Hold
5,312
– – 0.01% 671
2025
Q4 		$230K Hold
5,312
– – 0.01% 644
2025
Q3 		$224K Sell
5,312
-2,530
-32% -$104K 0.02% 654
2025
Q2 		$317K Hold
7,842
– – 0.02% 517
2025
Q1 		$299K Hold
7,842
– – 0.03% 493
2024
Q4 		$305M Hold
7,842
– – 0.03% 480
2024
Q3 		$298K Hold
7,842
– – 0.03% 491
2024
Q2 		$293K Buy
7,842
+2,087
+36% +$75.7K 0.03% 465
2024
Q1 		$208K Sell
5,755
-3,225
-36% -$114K 0.02% 532
2023
Q4 		$309K Buy
8,980
+695
+8% +$23.2K 0.05% 388
2023
Q3 		$270K Buy
8,285
+1,960
+31% +$64.5K 0.03% 449
2023
Q2 		$207K Sell
6,325
-5,755
-48% -$182K 0.02% 556
2023
Q1 		$376K Buy
12,080
+2,640
+28% +$80.6K 0.04% 382
2022
Q4 		$280K Hold
9,440
– – 0.03% 473
2022
Q3 		$276K Hold
9,440
– – 0.03% 434
2022
Q2 		$275K Hold
9,440
– – 0.03% 482
2022
Q1 		$292K Buy
9,440
+5,050
+115% +$155K 0.02% 486
2021
Q4 		$139K Buy
4,390
+570
+15% +$17.9K 0.01% 740
2021
Q3 		$119K Buy
+3,820
New +$119K 0.01% 777

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Koshinski Asset Management's UJAN Position: Q2 2026 in Review

Koshinski Asset Management held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 5,312 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #689.

Koshinski Asset Management first reported a position in UJAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $305M in Q4 2024. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Koshinski Asset Management held 5,312 shares of Innovator US Equity Ultra Buffer ETF January worth $241K as of Q2 2026.
  • Koshinski Asset Management left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #689 holding.
  • Koshinski Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2021 and has held it in 20 quarters since.
  • Koshinski Asset Management's Innovator US Equity Ultra Buffer ETF January position peaked at $305M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.