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

Maltin 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
Q1 		$642K Hold
15,113
– – 0.25% 73
2025
Q4 		$654K Hold
15,113
– – 0.26% 74
2025
Q3 		$637K Sell
15,113
-1,000
-6% -$41.3K 0.26% 71
2025
Q2 		$652K Sell
16,113
-3,600
-18% -$139K 0.29% 69
2025
Q1 		$752K Hold
19,713
– – 0.35% 62
2024
Q4 		$768K Hold
19,713
– – 0.38% 63
2024
Q3 		$750K Sell
19,713
-350
-2% -$13.1K 0.37% 63
2024
Q2 		$745K Hold
20,063
– – 0.4% 63
2024
Q1 		$724K Hold
20,063
– – 0.41% 63
2023
Q4 		$691K Sell
20,063
-374
-2% -$12.5K 0.44% 63
2023
Q3 		$666K Sell
20,437
-308
-1% -$10.1K 0.46% 65
2023
Q2 		$679K Hold
20,745
– – 0.48% 60
2023
Q1 		$645K Buy
20,745
+3,600
+21% +$110K 0.47% 62
2022
Q4 		$509K Buy
17,145
+465
+3% +$13.7K 0.37% 66
2022
Q3 		$487K Hold
16,680
– – 0.38% 73
2022
Q2 		$486K Sell
16,680
-44,227
-73% -$1.32M 0.35% 78
2022
Q1 		$1.88M Sell
60,907
-26,667
-30% -$821K 1.25% 25
2021
Q4 		$2.77M Sell
87,574
-92,050
-51% -$2.89M 1.66% 16
2021
Q3 		$5.58M Buy
179,624
+2,308
+1% +$71.9K 3.43% 6
2021
Q2 		$5.49M Sell
177,316
-7,562
-4% -$233K 3.34% 6
2021
Q1 		$5.61M Sell
184,878
-186,692
-50% -$5.61M 3.64% 6
2020
Q4 		$11.1M Sell
371,570
-26,847
-7% -$785K 7.78% 1
2020
Q3 		$11.4M Sell
398,417
-14,047
-3% -$399K 8.1% 1
2020
Q2 		$11.4M Sell
412,464
-17,651
-4% -$477K 8.63% 2
2020
Q1 		$11M Sell
430,115
-211,794
-33% -$5.78M 9.39% 1
2019
Q4 		$17.9M Buy
+641,909
New +$17.8M 11.54% 1

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Maltin Wealth Management's UJAN Position: Q1 2026 in Review

Maltin Wealth Management held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q1 2026 at 15,113 shares worth $642K. The position accounts for 0.25% of the portfolio, ranked #73.

Maltin Wealth Management first reported a position in UJAN in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.9M in Q4 2019. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Maltin Wealth Management held 15,113 shares of Innovator US Equity Ultra Buffer ETF January worth $642K as of Q1 2026.
  • Maltin Wealth Management left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.25% of Maltin Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Maltin Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2019 and has held it in 26 quarters since.
  • Maltin Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $17.9M in Q4 2019.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.