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Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Stone House Investment Management’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
2022
Q3 		– Sell
-11,705
Closed -$341K – 46
2022
Q2 		$341K Hold
11,705
– – 0.15% 33
2022
Q1 		$362K Buy
+11,705
New +$360K 0.12% 34

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SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return

Stone House Investment Management's UJAN Position: Q3 2022 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2022, closing a stake of 11,705 shares — an estimated $341K sold.

Stone House Investment Management first reported a position in UJAN in Q1 2022 and held it in 2 quarters. The position peaked at $362K in Q1 2022. 87 funds tracked by Wall St. Rank hold UJAN as of Q3 2022.

  • Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2022 after selling out during the quarter.
  • Stone House Investment Management sold 11,705 Innovator US Equity Ultra Buffer ETF January shares in Q3 2022, an estimated $341K.
  • Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and held it in 2 quarters.
  • Stone House Investment Management's Innovator US Equity Ultra Buffer ETF January position peaked at $362K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2022.

Based on Stone House Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.