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

Transform Wealth’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	-14,716	Closed	-$429K	–	206
2022 Q2	$429K	Buy	+14,716	New	+$439K	0.06%	140

Other funds holding UJAN

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

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return