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Stearns Financial Services Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Stearns Financial Services Group’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 		$66K Hold
2,313
– – 0.01% 166
2020
Q2 		$64K Hold
2,313
– – 0.01% 154
2020
Q1 		$59K Buy
+2,313
New +$63.2K 0.01% 151

Other funds holding UJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.8B AUM 27.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
ISG
Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stearns Financial Services Group's UJAN Position: Q3 2020 in Review

Stearns Financial Services Group held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q3 2020 at 2,313 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #166.

Stearns Financial Services Group first reported a position in UJAN in Q1 2020 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold UJAN as of Q3 2020.

  • Stearns Financial Services Group held 2,313 shares of Innovator US Equity Ultra Buffer ETF January worth $66K as of Q3 2020.
  • Stearns Financial Services Group left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q3 2020.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #166 holding.
  • Stearns Financial Services Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2020 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.