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OneDigital Investment Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

OneDigital Investment Advisors’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
2023
Q2 		– Sell
-22,739
Closed -$707K – 1051
2023
Q1 		$707K Buy
22,739
+7,695
+51% +$235K 0.02% 499
2022
Q4 		$447K Buy
+15,044
New +$445K 0.01% 550

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

OneDigital Investment Advisors's UJAN Position: Q2 2023 in Review

OneDigital Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2023, closing a stake of 22,739 shares — an estimated $707K sold.

OneDigital Investment Advisors first reported a position in UJAN in Q4 2022 and held it in 2 quarters. The position peaked at $707K in Q1 2023. 71 funds tracked by Wall St. Rank hold UJAN as of Q2 2023.

  • OneDigital Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 22,739 Innovator US Equity Ultra Buffer ETF January shares in Q2 2023, an estimated $707K.
  • OneDigital Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • OneDigital Investment Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $707K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2023.

Based on OneDigital Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.