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

Triad 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
2026
Q2 		$1.6M Buy
34,975
+13,455
+63% +$600K 0.09% 146
2026
Q1 		$915K Buy
21,520
+6,846
+47% +$296K 0.07% 183
2025
Q4 		$635K Buy
14,674
+1,811
+14% +$77.1K 0.06% 217
2025
Q3 		$542K Buy
12,863
+6,583
+105% +$272K 0.07% 192
2025
Q2 		$254K Buy
+6,280
New +$243K 0.05% 242
2024
Q3 		– Sell
-1,502
Closed -$55.7K – 857
2024
Q2 		$55.7K Buy
+1,502
New +$54.5K 0.03% 215

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

Triad Wealth Partners's UJAN Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 63% in Q2 2026, buying an estimated $600K and bringing the position to 34,975 shares worth $1.6M. The position accounts for 0.09% of the portfolio, ranked #146.

Triad Wealth Partners first reported a position in UJAN in Q2 2024 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Triad Wealth Partners held 34,975 shares of Innovator US Equity Ultra Buffer ETF January worth $1.6M as of Q2 2026.
  • Triad Wealth Partners bought 13,455 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $600K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.09% of Triad Wealth Partners's portfolio in Q2 2026, its #146 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2024 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.