PCS
UJAN icon

Personal CFO Solutions’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Personal CFO 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
2023
Q1 		– Sell
-9,801
Closed -$291K – 503
2022
Q4 		$291K Sell
9,801
-3,321
-25% -$98.2K 0.06% 303
2022
Q3 		$383K Sell
13,122
-4,213
-24% -$124K 0.1% 201
2022
Q2 		$505K Sell
17,335
-4,907
-22% -$146K 0.12% 153
2022
Q1 		$688K Buy
+22,242
New +$685K 0.14% 143

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Personal CFO Solutions's UJAN Position: Q1 2023 in Review

Personal CFO Solutions sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2023, closing a stake of 9,801 shares — an estimated $291K sold.

Personal CFO Solutions first reported a position in UJAN in Q1 2022 and held it in 4 quarters. The position peaked at $688K in Q1 2022. 77 funds tracked by Wall St. Rank hold UJAN as of Q1 2023.

  • Personal CFO Solutions reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 9,801 Innovator US Equity Ultra Buffer ETF January shares in Q1 2023, an estimated $291K.
  • Personal CFO Solutions first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and held it in 4 quarters.
  • Personal CFO Solutions's Innovator US Equity Ultra Buffer ETF January position peaked at $688K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2023.

Based on Personal CFO Solutions's 13F filing for Q1 2023, filed 9 May 2023.