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Sigma Planning Corp’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Sigma Planning Corp’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
-8,090
Closed -$292K – 1270
2024
Q1 		$292K Buy
+8,090
New +$285K 0.01% 972
2023
Q2 		– Sell
-10,961
Closed -$341K – 1353
2023
Q1 		$341K Buy
+10,961
New +$335K 0.01% 954

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 $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Sigma Planning Corp's UJAN Position: Q2 2024 in Review

Sigma Planning Corp sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2024, closing a stake of 8,090 shares — an estimated $292K sold.

Sigma Planning Corp first reported a position in UJAN in Q1 2023 and held it in 2 quarters. The position peaked at $341K in Q1 2023. 87 funds tracked by Wall St. Rank hold UJAN as of Q2 2024.

  • Sigma Planning Corp reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 8,090 Innovator US Equity Ultra Buffer ETF January shares in Q2 2024, an estimated $292K.
  • Sigma Planning Corp first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • Sigma Planning Corp's Innovator US Equity Ultra Buffer ETF January position peaked at $341K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.