Silicon Hills Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Silicon Hills Wealth Management’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
2021 Q1	–	Sell	-7,447	Closed	-$222K	–	88
2020 Q4	$222K	Sell	7,447 -159	-2%	-$4.65K	0.2%	78
2020 Q3	$217K	Sell	7,606 -290	-4%	-$8.23K	0.22%	73
2020 Q2	$219K	Hold	7,896	–	–	0.26%	70
2020 Q1	$203K	Buy	+7,896	New	+$216K	0.27%	66

Other funds holding UJAN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Silicon Hills Wealth Management's UJAN Position: Q1 2021 in Review

Silicon Hills Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2021, closing a stake of 7,447 shares — an estimated $222K sold.

Silicon Hills Wealth Management first reported a position in UJAN in Q1 2020 and held it in 4 quarters. The position peaked at $222K in Q4 2020. 45 funds tracked by Wall St. Rank hold UJAN as of Q1 2021.

Silicon Hills Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2021 after selling out during the quarter.
Silicon Hills Wealth Management sold 7,447 Innovator US Equity Ultra Buffer ETF January shares in Q1 2021, an estimated $222K.
Silicon Hills Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2020 and held it in 4 quarters.
Silicon Hills Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $222K in Q4 2020.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.