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Money Concepts Capital’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Money Concepts Capital’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 		$998K Buy
+23,466
New +$1.02M 0.06% 288
2025
Q1 		– Sell
-9,894
Closed -$385K – 438
2024
Q4 		$385K Sell
9,894
-121
-1% -$4.66K 0.03% 318
2024
Q3 		$381K Sell
10,015
-9,219
-48% -$345K 0.03% 316
2024
Q2 		$714K Buy
19,234
+2,679
+16% +$97.2K 0.06% 243
2024
Q1 		$598K Sell
16,555
-340
-2% -$12K 0.06% 270
2023
Q4 		$582K Buy
16,895
+8,448
+100% +$282K 0.05% 254
2023
Q3 		$275K Hold
8,447
– – 0.03% 303
2023
Q2 		$276K Buy
+8,447
New +$268K 0.03% 312
2023
Q1 		– Sell
-14,406
Closed -$428K – 2739
2022
Q4 		$428K Buy
14,406
+10,271
+248% +$304K 0.02% 468
2022
Q3 		$121K Hold
4,135
– – 0.01% 538
2022
Q2 		$121K Buy
4,135
+1,153
+39% +$34.4K 0.01% 530
2022
Q1 		$92K Buy
+2,982
New +$91.8K 0.01% 1023

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

Money Concepts Capital's UJAN Position: Q1 2026 in Review

Money Concepts Capital opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2026: 23,466 shares worth $998K. The stake represents 0.06% of the portfolio and ranks #288 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in UJAN as recently as Q4 2024.

Money Concepts Capital first reported a position in UJAN in Q1 2022 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Money Concepts Capital held 23,466 shares of Innovator US Equity Ultra Buffer ETF January worth $998K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF January was a new Money Concepts Capital position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.06% of Money Concepts Capital's portfolio in Q1 2026, its #288 holding.
  • Money Concepts Capital first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.