LPL Financial
UJAN icon

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

LPL 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
2026
Q2 		$3.11M Buy
68,612
+3,939
+6% +$176K ﹤0.01% 3269
2026
Q1 		$2.75M Sell
64,673
-8,514
-12% -$368K ﹤0.01% 3212
2025
Q4 		$3.17M Buy
73,187
+534
+0.7% +$22.7K ﹤0.01% 2951
2025
Q3 		$3.06M Sell
72,653
-959
-1% -$39.6K ﹤0.01% 2928
2025
Q2 		$2.98M Buy
73,612
+47,648
+184% +$1.85M ﹤0.01% 2761
2025
Q1 		$990K Sell
25,964
-806
-3% -$31.5K ﹤0.01% 3570
2024
Q4 		$1.04M Sell
26,770
-601
-2% -$23.2K ﹤0.01% 3453
2024
Q3 		$1.04M Sell
27,371
-2,064
-7% -$77.3K ﹤0.01% 3364
2024
Q2 		$1.09M Sell
29,435
-833
-3% -$30.2K ﹤0.01% 3167
2024
Q1 		$1.09M Buy
30,268
+16,021
+112% +$564K ﹤0.01% 3090
2023
Q4 		$491K Sell
14,247
-3,305
-19% -$110K ﹤0.01% 3677
2023
Q3 		$572K Buy
17,552
+1,325
+8% +$43.6K ﹤0.01% 3372
2023
Q2 		$531K Hold
16,227
– – ﹤0.01% 3393
2023
Q1 		$505K Buy
16,227
+47
+0.3% +$1.44K ﹤0.01% 3324
2022
Q4 		$481K Sell
16,180
-3,500
-18% -$103K ﹤0.01% 3277
2022
Q3 		$574K Buy
19,680
+64
+0.3% +$1.89K ﹤0.01% 3029
2022
Q2 		$571K Hold
19,616
– – ﹤0.01% 3092
2022
Q1 		$607K Buy
19,616
+789
+4% +$24.3K ﹤0.01% 3040
2021
Q4 		$595K Sell
18,827
-1,942
-9% -$61.1K ﹤0.01% 3123
2021
Q3 		$646K Buy
20,769
+1,014
+5% +$31.6K ﹤0.01% 2994
2021
Q2 		$612K Buy
+19,755
New +$608K ﹤0.01% 2978

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

LPL Financial's UJAN Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 6.1% in Q2 2026, buying an estimated $176K and bringing the position to 68,612 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

LPL Financial first reported a position in UJAN in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.17M in Q4 2025. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • LPL Financial held 68,612 shares of Innovator US Equity Ultra Buffer ETF January worth $3.11M as of Q2 2026.
  • LPL Financial bought 3,939 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $176K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3269 holding.
  • LPL Financial first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2021 and has held it in 21 quarters since.
  • LPL Financial's Innovator US Equity Ultra Buffer ETF January position peaked at $3.17M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.