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

Summit Wealth Partners’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
2023
Q1 		– Sell
-12,616
Closed -$375K – 192
2022
Q4 		$375K Sell
12,616
-1,330
-10% -$39.3K 0.1% 127
2022
Q3 		$407K Hold
13,946
– – 0.11% 106
2022
Q2 		$406K Buy
+13,946
New +$416K 0.11% 104

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Summit Wealth Partners's UJAN Position: Q1 2023 in Review

Summit Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2023, closing a stake of 12,616 shares — an estimated $375K sold.

Summit Wealth Partners first reported a position in UJAN in Q2 2022 and held it in 3 quarters. The position peaked at $407K in Q3 2022. 77 funds tracked by Wall St. Rank hold UJAN as of Q1 2023.

  • Summit Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 12,616 Innovator US Equity Ultra Buffer ETF January shares in Q1 2023, an estimated $375K.
  • Summit Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2022 and held it in 3 quarters.
  • Summit Wealth Partners's Innovator US Equity Ultra Buffer ETF January position peaked at $407K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.