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Legacy Wealth Management (Idaho)’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,602
Closed -$68.1K – 910
2026
Q1 		$68.1K Buy
+1,602
New +$69.3K 0.03% 228

Other funds holding UJAN

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SA
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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

Legacy Wealth Management (Idaho)'s UJAN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026, closing a stake of 1,602 shares — an estimated $68.1K sold.

Legacy Wealth Management (Idaho) first reported a position in UJAN in Q1 2026 and held it in 1 quarter. The position peaked at $68.1K in Q1 2026. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,602 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $68.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Innovator US Equity Ultra Buffer ETF January position peaked at $68.1K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.