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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
Q2 		$404K Sell
8,909
-64
-0.7% -$2.86K 0.14% 51
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
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

O'Connor Financial Group's UJAN Position: Q2 2026 in Review

O'Connor Financial Group reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.71% in Q2 2026, selling an estimated $2.86K and leaving 8,909 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #51.

O'Connor Financial Group first reported a position in UJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $439K in Q4 2025. 123 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • O'Connor Financial Group held 8,909 shares of Innovator US Equity Ultra Buffer ETF January worth $404K as of Q2 2026.
  • O'Connor Financial Group sold 64 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $2.86K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.14% of O'Connor Financial Group's portfolio in Q2 2026, its #51 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 3 quarters since.
  • O'Connor Financial Group's Innovator US Equity Ultra Buffer ETF January position peaked at $439K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.