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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
Q2 		$279K Sell
6,155
-449
-7% -$20K 0.01% 1035
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 $855M AUM
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

Savvy Advisors Inc's UJAN Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 6.8% in Q2 2026, selling an estimated $20K and leaving 6,155 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #1035.

Savvy Advisors Inc first reported a position in UJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q1 2026. 125 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Savvy Advisors Inc held 6,155 shares of Innovator US Equity Ultra Buffer ETF January worth $279K as of Q2 2026.
  • Savvy Advisors Inc sold 449 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $20K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1035 holding.
  • Savvy Advisors Inc first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Innovator US Equity Ultra Buffer ETF January position peaked at $281K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.