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Summit Financial’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Summit Financial’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 		$891K Buy
19,649
+7,173
+57% +$320K 0.01% 879
2026
Q1 		$530K Sell
12,476
-200
-2% -$8.65K 0.01% 974
2025
Q4 		$548K Buy
12,676
+546
+5% +$23.2K 0.01% 866
2025
Q3 		$511K Buy
+12,130
New +$501K 0.01% 874

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Summit Financial's UJAN Position: Q2 2026 in Review

Summit Financial increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 57% in Q2 2026, buying an estimated $320K and bringing the position to 19,649 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #879.

Summit Financial first reported a position in UJAN in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Summit Financial held 19,649 shares of Innovator US Equity Ultra Buffer ETF January worth $891K as of Q2 2026.
  • Summit Financial bought 7,173 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $320K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.01% of Summit Financial's portfolio in Q2 2026, its #879 holding.
  • Summit Financial first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.