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Stonebridge Capital Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Stonebridge Capital Advisors’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
2021
Q3 		– Sell
-504
Closed -$15K – 1109
2021
Q2 		$15K Hold
504
– – ﹤0.01% 674
2021
Q1 		$15K Buy
+504
New +$15.1K ﹤0.01% 562

Other funds holding UJAN

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stonebridge Capital Advisors's UJAN Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2021, closing a stake of 504 shares — an estimated $15K sold.

Stonebridge Capital Advisors first reported a position in UJAN in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 41 funds tracked by Wall St. Rank hold UJAN as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 504 Innovator US Equity Ultra Buffer ETF January shares in Q3 2021, an estimated $15K.
  • Stonebridge Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $15K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.