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Palumbo Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Palumbo Wealth Management’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
2022
Q4 		– Sell
-26,928
Closed -$786K – 84
2022
Q3 		$786K Buy
26,928
+53
+0.2% +$1.56K 0.67% 37
2022
Q2 		$783K Buy
+26,875
New +$801K 0.62% 38

Other funds holding UJAN

AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Palumbo Wealth Management's UJAN Position: Q4 2022 in Review

Palumbo Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2022, closing a stake of 26,928 shares — an estimated $786K sold.

Palumbo Wealth Management first reported a position in UJAN in Q2 2022 and held it in 2 quarters. The position peaked at $786K in Q3 2022. 89 funds tracked by Wall St. Rank hold UJAN as of Q4 2022.

  • Palumbo Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2022 after selling out during the quarter.
  • Palumbo Wealth Management sold 26,928 Innovator US Equity Ultra Buffer ETF January shares in Q4 2022, an estimated $786K.
  • Palumbo Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2022 and held it in 2 quarters.
  • Palumbo Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $786K in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2022.

Based on Palumbo Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.