OPS
UJAN icon

Orion Portfolio Solutions’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$644K Buy
+16,896
New +$660K 0.01% 1285

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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Orion Portfolio Solutions's UJAN Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2025: 16,896 shares worth $644K. The stake represents 0.01% of the portfolio and ranks #1285 among its holdings.

95 funds tracked by Wall St. Rank hold UJAN as of Q1 2025.

  • Orion Portfolio Solutions held 16,896 shares of Innovator US Equity Ultra Buffer ETF January worth $644K as of Q1 2025.
  • Innovator US Equity Ultra Buffer ETF January was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1285 holding.
  • 95 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.