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Slow Capital’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Slow Capital’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
2020
Q2 		– Sell
-15,683
Closed -$403K – 174
2020
Q1 		$403K Buy
+15,683
New +$428K 0.15% 131

Other funds holding UJAN

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ISG
Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Slow Capital's UJAN Position: Q2 2020 in Review

Slow Capital sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2020, closing a stake of 15,683 shares — an estimated $403K sold.

Slow Capital first reported a position in UJAN in Q1 2020 and held it in 1 quarter. The position peaked at $403K in Q1 2020. 30 funds tracked by Wall St. Rank hold UJAN as of Q2 2020.

  • Slow Capital reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2020 after selling out during the quarter.
  • Slow Capital sold 15,683 Innovator US Equity Ultra Buffer ETF January shares in Q2 2020, an estimated $403K.
  • Slow Capital first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2020 and held it in 1 quarter.
  • Slow Capital's Innovator US Equity Ultra Buffer ETF January position peaked at $403K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2020.

Based on Slow Capital's 13F filing for Q2 2020, filed 10 Aug 2020.