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Stephens Inc’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Stephens Inc’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
-17,678
Closed -$454K – 1203
2020
Q1 		$454K Buy
+17,678
New +$483K 0.01% 672

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

Stephens Inc's UJAN Position: Q2 2020 in Review

Stephens Inc sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2020, closing a stake of 17,678 shares — an estimated $454K sold.

Stephens Inc first reported a position in UJAN in Q1 2020 and held it in 1 quarter. The position peaked at $454K in Q1 2020. 30 funds tracked by Wall St. Rank hold UJAN as of Q2 2020.

  • Stephens Inc reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2020 after selling out during the quarter.
  • Stephens Inc sold 17,678 Innovator US Equity Ultra Buffer ETF January shares in Q2 2020, an estimated $454K.
  • Stephens Inc first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2020 and held it in 1 quarter.
  • Stephens Inc's Innovator US Equity Ultra Buffer ETF January position peaked at $454K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.