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Savvy Advisors Inc’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Savvy Advisors Inc’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 		$281K Buy
6,604
+828
+14% +$35.8K 0.01% 905
2025
Q4 		$250K Buy
+5,776
New +$246K 0.01% 856

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 $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 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

Savvy Advisors Inc's UJAN Position: Q1 2026 in Review

Savvy Advisors Inc increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 14% in Q1 2026, buying an estimated $35.8K and bringing the position to 6,604 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #905.

Savvy Advisors Inc first reported a position in UJAN in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Savvy Advisors Inc held 6,604 shares of Innovator US Equity Ultra Buffer ETF January worth $281K as of Q1 2026.
  • Savvy Advisors Inc bought 828 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $35.8K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #905 holding.
  • Savvy Advisors Inc first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.