Lakeridge Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Lakeridge Wealth 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	$258K	Sell	5,687 -70	-1%	-$3.12K	0.09%	158
2026 Q1	$245K	Buy	5,757 +231	+4%	+$9.99K	0.11%	150
2025 Q4	$239K	Hold	5,526	–	–	0.11%	146
2025 Q3	$233K	Hold	5,526	–	–	0.1%	133
2025 Q2	$224K	Buy	+5,526	New	+$214K	0.1%	138

Other funds holding UJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Lakeridge Wealth Management's UJAN Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 1.2% in Q2 2026, selling an estimated $3.12K and leaving 5,687 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #158.

Lakeridge Wealth Management first reported a position in UJAN in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Lakeridge Wealth Management held 5,687 shares of Innovator US Equity Ultra Buffer ETF January worth $258K as of Q2 2026.
Lakeridge Wealth Management sold 70 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $3.12K.
Innovator US Equity Ultra Buffer ETF January made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #158 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.