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Parkside Investments’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Parkside Investments’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
2021
Q2 		– Sell
-10,000
Closed -$303K – 93
2021
Q1 		$303K Hold
10,000
– – 0.06% 79
2020
Q4 		$298K Sell
10,000
-4,500
-31% -$132K 0.07% 82
2020
Q3 		$414K Hold
14,500
– – 0.11% 85
2020
Q2 		$401K Buy
+14,500
New +$392K 0.11% 89

Other funds holding UJAN

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Parkside Investments's UJAN Position: Q2 2021 in Review

Parkside Investments sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2021, closing a stake of 10,000 shares — an estimated $303K sold.

Parkside Investments first reported a position in UJAN in Q2 2020 and held it in 4 quarters. The position peaked at $414K in Q3 2020. 47 funds tracked by Wall St. Rank hold UJAN as of Q2 2021.

  • Parkside Investments reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2021 after selling out during the quarter.
  • Parkside Investments sold 10,000 Innovator US Equity Ultra Buffer ETF January shares in Q2 2021, an estimated $303K.
  • Parkside Investments first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2020 and held it in 4 quarters.
  • Parkside Investments's Innovator US Equity Ultra Buffer ETF January position peaked at $414K in Q3 2020.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2021.

Based on Parkside Investments's 13F filing for Q2 2021, filed 29 Jul 2021.