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

Spire 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
2026
Q2 		$3.47M Sell
76,520
-542
-0.7% -$24.2K 0.1% 176
2026
Q1 		$3.28M Buy
77,062
+37,047
+93% +$1.6M 0.11% 169
2025
Q4 		$1.73M Sell
40,015
-4,964
-11% -$211K 0.06% 284
2025
Q3 		$1.89M Sell
44,979
-4,490
-9% -$185K 0.06% 245
2025
Q2 		$2M Sell
49,469
-3,428
-6% -$133K 0.07% 226
2025
Q1 		$2.02M Buy
52,897
+32,352
+157% +$1.26M 0.06% 264
2024
Q4 		$800K Hold
20,545
– – 0.02% 440
2024
Q3 		$782K Sell
20,545
-6,505
-24% -$244K 0.03% 427
2024
Q2 		$1M Sell
27,050
-6,526
-19% -$237K 0.04% 340
2024
Q1 		$1.21M Buy
33,576
+3
+0% +$106 0.02% 340
2023
Q4 		$1.17M Buy
33,573
+22,224
+196% +$743K 0.04% 331
2023
Q3 		$370K Sell
11,349
-1
-0% -$33 0.01% 550
2023
Q2 		$371K Sell
11,350
-8,957
-44% -$284K 0.01% 564
2023
Q1 		$631K Buy
20,307
+145
+0.7% +$4.43K 0.02% 438
2022
Q4 		$599K Hold
20,162
– – 0.03% 332
2022
Q3 		$589K Hold
20,162
– – 0.04% 300
2022
Q2 		$587K Buy
+20,162
New +$601K 0.02% 431
2021
Q4 		– Sell
-6,419
Closed -$200K – 3008
2021
Q3 		$200K Sell
6,419
-950
-13% -$29.6K 0.01% 926
2021
Q2 		$228K Hold
7,369
– – 0.01% 890
2021
Q1 		$224K Buy
+7,369
New +$221K 0.01% 1017

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Spire Wealth Management's UJAN Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.7% in Q2 2026, selling an estimated $24.2K and leaving 76,520 shares worth $3.47M. The position accounts for 0.1% of the portfolio, ranked #176.

Spire Wealth Management first reported a position in UJAN in Q1 2021 and has held it in 20 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Spire Wealth Management held 76,520 shares of Innovator US Equity Ultra Buffer ETF January worth $3.47M as of Q2 2026.
  • Spire Wealth Management sold 542 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $24.2K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2021 and has held it in 20 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.