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Private Ocean’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Private Ocean’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
Q1 		– Sell
-276
Closed -$8K – 605
2020
Q4 		$8K Buy
+276
New +$8.07K ﹤0.01% 405

Other funds holding UJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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 $1.72B AUM 19.92% 1-Year Est. Return

Private Ocean's UJAN Position: Q1 2021 in Review

Private Ocean sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2021, closing a stake of 276 shares — an estimated $8K sold.

Private Ocean first reported a position in UJAN in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 45 funds tracked by Wall St. Rank hold UJAN as of Q1 2021.

  • Private Ocean reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2021 after selling out during the quarter.
  • Private Ocean sold 276 Innovator US Equity Ultra Buffer ETF January shares in Q1 2021, an estimated $8K.
  • Private Ocean first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2020 and held it in 1 quarter.
  • Private Ocean's Innovator US Equity Ultra Buffer ETF January position peaked at $8K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2021.

Based on Private Ocean's 13F filing for Q1 2021, filed 20 Apr 2021.