Squar Milner Financial Services’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-9,870	Closed	-$273K	–	180
2020 Q2	$273K	Buy	+9,870	New	+$267K	0.16%	164
2019 Q4	–	Sell	-9,870	Closed	-$282K	–	860
2019 Q3	$282K	Buy	+9,870	New	+$269K	0.14%	165

Other funds holding UJAN

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Squar Milner Financial Services's UJAN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2020, closing a stake of 9,870 shares — an estimated $273K sold.

Squar Milner Financial Services first reported a position in UJAN in Q3 2019 and held it in 2 quarters. The position peaked at $282K in Q3 2019. 31 funds tracked by Wall St. Rank hold UJAN as of Q3 2020.

Squar Milner Financial Services reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,870 Innovator US Equity Ultra Buffer ETF January shares in Q3 2020, an estimated $273K.
Squar Milner Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2019 and held it in 2 quarters.
Squar Milner Financial Services's Innovator US Equity Ultra Buffer ETF January position peaked at $282K in Q3 2019.
31 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.