Simplicity Wealth’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Simplicity Wealth’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	$290K	Buy	+6,403	New	+$286K	0.01%	851

Other funds holding UJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Simplicity Wealth's UJAN Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026: 6,403 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings.

122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Simplicity Wealth held 6,403 shares of Innovator US Equity Ultra Buffer ETF January worth $290K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF January was a new Simplicity Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF January made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #851 holding.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.