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Prosperity Capital Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Prosperity Capital 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 		$6.8M Buy
149,999
+7,809
+5% +$348K 0.34% 54
2026
Q1 		$6.04M Buy
142,190
+7,637
+6% +$330K 0.34% 54
2025
Q4 		$5.82M Sell
134,553
-70,871
-34% -$3.02M 0.35% 58
2025
Q3 		$8.65M Buy
205,424
+11,494
+6% +$474K 0.5% 43
2025
Q2 		$7.84M Buy
193,930
+10,479
+6% +$406K 0.51% 43
2025
Q1 		$7.01M Buy
183,451
+14,381
+9% +$561K 0.55% 39
2024
Q4 		$6.59M Buy
169,070
+12,149
+8% +$468K 0.53% 38
2024
Q3 		$5.97M Buy
156,921
+5,115
+3% +$192K 0.51% 36
2024
Q2 		$5.63M Buy
151,806
+44,316
+41% +$1.61M 0.62% 29
2024
Q1 		$3.88M Sell
107,490
-1,673
-2% -$58.9K 0.46% 37
2023
Q4 		$3.76M Buy
109,163
+10,350
+10% +$346K 0.41% 43
2023
Q3 		$3.22M Buy
98,813
+5,815
+6% +$191K 0.43% 39
2023
Q2 		$3.04M Sell
92,998
-13,012
-12% -$412K 0.43% 38
2023
Q1 		$3.3M Buy
106,010
+50,715
+92% +$1.55M 0.51% 35
2022
Q4 		$1.64M Buy
+55,295
New +$1.63M 0.51% 36

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
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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Prosperity Capital Advisors's UJAN Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 5.5% in Q2 2026, buying an estimated $348K and bringing the position to 149,999 shares worth $6.8M. The position accounts for 0.34% of the portfolio, ranked #54.

Prosperity Capital Advisors first reported a position in UJAN in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.65M in Q3 2025. 123 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Prosperity Capital Advisors held 149,999 shares of Innovator US Equity Ultra Buffer ETF January worth $6.8M as of Q2 2026.
  • Prosperity Capital Advisors bought 7,809 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $348K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.34% of Prosperity Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Prosperity Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $8.65M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

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