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Lee Financial’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-64
Closed -$2.08K – 923
2023
Q3 		$2.08K Buy
+64
New +$2.1K ﹤0.01% 673

Other funds holding UJAN

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
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Lee Financial's UJAN Position: Q4 2023 in Review

Lee Financial sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2023, closing a stake of 64 shares — an estimated $2.08K sold.

Lee Financial first reported a position in UJAN in Q3 2023 and held it in 1 quarter. The position peaked at $2.08K in Q3 2023. 69 funds tracked by Wall St. Rank hold UJAN as of Q4 2023.

  • Lee Financial reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 64 Innovator US Equity Ultra Buffer ETF January shares in Q4 2023, an estimated $2.08K.
  • Lee Financial first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Lee Financial's Innovator US Equity Ultra Buffer ETF January position peaked at $2.08K in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.