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O'Connor Financial Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

O'Connor Financial Group’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 		$381K Sell
8,973
-1,109
-11% -$48K 0.16% 47
2025
Q4 		$439K Buy
+10,082
New +$429K 0.18% 45

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 $1.76B AUM 18.92% 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

O'Connor Financial Group's UJAN Position: Q1 2026 in Review

O'Connor Financial Group reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 11% in Q1 2026, selling an estimated $48K and leaving 8,973 shares worth $381K. The position accounts for 0.16% of the portfolio, ranked #47.

O'Connor Financial Group first reported a position in UJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $439K in Q4 2025. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • O'Connor Financial Group held 8,973 shares of Innovator US Equity Ultra Buffer ETF January worth $381K as of Q1 2026.
  • O'Connor Financial Group sold 1,109 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $48K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.16% of O'Connor Financial Group's portfolio in Q1 2026, its #47 holding.
  • O'Connor Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • O'Connor Financial Group's Innovator US Equity Ultra Buffer ETF January position peaked at $439K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on O'Connor Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.