Raymond James Financial
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Raymond James Financial’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Raymond James Financial’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
Q1 		$2.45M Sell
57,647
-1,628
-3% -$70.4K ﹤0.01% 3190
2025
Q4 		$2.56M Buy
59,275
+2,759
+5% +$117K ﹤0.01% 3076
2025
Q3 		$2.38M Sell
56,516
-2,473
-4% -$102K ﹤0.01% 3043
2025
Q2 		$2.39M Buy
58,989
+21,458
+57% +$831K ﹤0.01% 2937
2025
Q1 		$1.43M Sell
37,531
-40,481
-52% -$1.58M ﹤0.01% 3230
2024
Q4 		$3.04M Buy
+78,012
New +$3.01M ﹤0.01% 2659

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial's UJAN Position: Q1 2026 in Review

Raymond James Financial reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 2.7% in Q1 2026, selling an estimated $70.4K and leaving 57,647 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Raymond James Financial first reported a position in UJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.04M in Q4 2024. 111 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Raymond James Financial held 57,647 shares of Innovator US Equity Ultra Buffer ETF January worth $2.45M as of Q1 2026.
  • Raymond James Financial sold 1,628 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $70.4K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3190 holding.
  • Raymond James Financial first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Innovator US Equity Ultra Buffer ETF January position peaked at $3.04M in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.