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

Peak 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
2026
Q2 		$204K Buy
+4,510
New +$201K 0.14% 57

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Peak Wealth Management's UJAN Position: Q2 2026 in Review

Peak Wealth Management opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026: 4,510 shares worth $204K. The stake represents 0.14% of the portfolio and ranks #57 among its holdings.

122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Peak Wealth Management held 4,510 shares of Innovator US Equity Ultra Buffer ETF January worth $204K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January was a new Peak Wealth Management position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.14% of Peak Wealth Management's portfolio in Q2 2026, its #57 holding.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.