TWM
UJAN icon

Todd Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Todd Wealth 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
2026
Q3 		$1.93M Sell
41,564
-200
-0.5% -$9.19K 1.47% 20
2026
Q2 		$1.89M Sell
41,764
-1,150
-3% -$51.3K 1.44% 21
2026
Q1 		$1.82M Buy
42,914
+17,926
+72% +$776K 1.66% 18
2025
Q4 		$1.08M Buy
+24,988
New +$1.06M 0.98% 29

Other funds holding UJAN

FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Prairie Wealth Advisors
Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

Todd Wealth Management's UJAN Position: Q3 2026 in Review

Todd Wealth Management reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.48% in Q3 2026, selling an estimated $9.19K and leaving 41,564 shares worth $1.93M. The position accounts for 1.47% of the portfolio, ranked #20.

Todd Wealth Management first reported a position in UJAN in Q4 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold UJAN as of Q3 2026.

  • Todd Wealth Management held 41,564 shares of Innovator US Equity Ultra Buffer ETF January worth $1.93M as of Q3 2026.
  • Todd Wealth Management sold 200 Innovator US Equity Ultra Buffer ETF January shares in Q3 2026, an estimated $9.19K.
  • Innovator US Equity Ultra Buffer ETF January made up 1.47% of Todd Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Todd Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.