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

SteelPeak 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	$840K	Buy	+18,528	New	+$827K	0.02%	341

Other funds holding UJAN

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SteelPeak Wealth's UJAN Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026: 18,528 shares worth $840K. The stake represents 0.02% of the portfolio and ranks #341 among its holdings.

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

SteelPeak Wealth held 18,528 shares of Innovator US Equity Ultra Buffer ETF January worth $840K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF January was a new SteelPeak Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF January made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #341 holding.
21 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.