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Prosperity Financial Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Prosperity Financial Group’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
2024
Q2 		– Sell
-8,009
Closed -$289K – 157
2024
Q1 		$289K Hold
8,009
– – 0.18% 111
2023
Q4 		$276K Hold
8,009
– – 0.19% 98
2023
Q3 		$261K Sell
8,009
-350
-4% -$11.5K 0.22% 89
2023
Q2 		$274K Sell
8,359
-27
-0.3% -$855 0.24% 93
2023
Q1 		$261K Hold
8,386
– – 0.26% 76
2022
Q4 		$249K Buy
+8,386
New +$248K 0.27% 73

Other funds holding UJAN

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Prosperity Financial Group's UJAN Position: Q2 2024 in Review

Prosperity Financial Group sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2024, closing a stake of 8,009 shares — an estimated $289K sold.

Prosperity Financial Group first reported a position in UJAN in Q4 2022 and held it in 6 quarters. The position peaked at $289K in Q1 2024. 86 funds tracked by Wall St. Rank hold UJAN as of Q2 2024.

  • Prosperity Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 8,009 Innovator US Equity Ultra Buffer ETF January shares in Q2 2024, an estimated $289K.
  • Prosperity Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2022 and held it in 6 quarters.
  • Prosperity Financial Group's Innovator US Equity Ultra Buffer ETF January position peaked at $289K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2024.

Based on Prosperity Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.