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Physician Wealth Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Physician Wealth Advisors’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 		$131K Hold
2,886
– – 0.02% 276
2026
Q1 		$123K Buy
2,886
+2,300
+392% +$99.5K 0.02% 250
2025
Q4 		$25.4K Hold
586
– – ﹤0.01% 531
2025
Q3 		$24.7K Hold
586
– – ﹤0.01% 524
2025
Q2 		$23.7K Hold
586
– – ﹤0.01% 478
2025
Q1 		$22.4K Hold
586
– – ﹤0.01% 465
2024
Q4 		$22.8K Buy
+586
New +$22.6K ﹤0.01% 478

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Physician Wealth Advisors's UJAN Position: Q2 2026 in Review

Physician Wealth Advisors held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 2,886 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #276.

Physician Wealth Advisors first reported a position in UJAN in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Physician Wealth Advisors held 2,886 shares of Innovator US Equity Ultra Buffer ETF January worth $131K as of Q2 2026.
  • Physician Wealth Advisors left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #276 holding.
  • Physician Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.