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

Optima 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 		– Sell
-744
Closed -$32.2K – 1222
2025
Q4 		$32.2K Buy
+744
New +$31.7K 0.01% 365

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

Optima Capital's UJAN Position: Q1 2026 in Review

Optima Capital sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2026, closing a stake of 744 shares — an estimated $32.2K sold.

Optima Capital first reported a position in UJAN in Q4 2025 and held it in 1 quarter. The position peaked at $32.2K in Q4 2025. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Optima Capital reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 744 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $32.2K.
  • Optima Capital first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Innovator US Equity Ultra Buffer ETF January position peaked at $32.2K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.