Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Steward Partners Investment Advisory’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	$50.9K	Sell	1,122 -335	-23%	-$14.9K	﹤0.01%	2934
2026 Q1	$61.9K	Buy	1,457 +68	+5%	+$2.94K	﹤0.01%	2666
2025 Q4	$60.1K	Hold	1,389	–	–	﹤0.01%	2574
2025 Q3	$58.5K	Hold	1,389	–	–	﹤0.01%	2525
2025 Q2	$56.2K	Buy	1,389 +335	+32%	+$13K	﹤0.01%	2413
2025 Q1	$40.2K	Sell	1,054 -1,564	-60%	-$61.1K	﹤0.01%	2495
2024 Q4	$102K	Hold	2,618	–	–	﹤0.01%	1972
2024 Q3	$99.6K	Sell	2,618 -5,354	-67%	-$201K	﹤0.01%	1876
2024 Q2	$296K	Sell	7,972 -796	-9%	-$28.9K	﹤0.01%	1281
2024 Q1	$317K	Buy	+8,768	New	+$309K	﹤0.01%	1232

Other funds holding UJAN

BCM

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Steward Partners Investment Advisory's UJAN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 23% in Q2 2026, selling an estimated $14.9K and leaving 1,122 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

Steward Partners Investment Advisory first reported a position in UJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $317K in Q1 2024. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Steward Partners Investment Advisory held 1,122 shares of Innovator US Equity Ultra Buffer ETF January worth $50.9K as of Q2 2026.
Steward Partners Investment Advisory sold 335 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $14.9K.
Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2934 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Ultra Buffer ETF January position peaked at $317K in Q1 2024.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.