Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Northwestern Mutual 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
2024
Q1 		– Sell
-5,398
Closed -$186K – 3814
2023
Q4 		$186K Buy
+5,398
New +$180K ﹤0.01% 1533
2022
Q3 		– Sell
-3,536
Closed -$103K – 3411
2022
Q2 		$103K Buy
+3,536
New +$105K ﹤0.01% 1636
2021
Q1 		– Sell
-2,000
Closed -$60K – 2972
2020
Q4 		$60K Buy
+2,000
New +$58.5K ﹤0.01% 1587

Other funds holding UJAN

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's UJAN Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2024, closing a stake of 5,398 shares — an estimated $186K sold.

Northwestern Mutual Wealth Management first reported a position in UJAN in Q4 2020 and held it in 3 quarters. The position peaked at $186K in Q4 2023. 87 funds tracked by Wall St. Rank hold UJAN as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5,398 Innovator US Equity Ultra Buffer ETF January shares in Q1 2024, an estimated $186K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2020 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $186K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.