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

TriaGen 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
2023
Q1 		– Sell
-14,566
Closed -$433K – 185
2022
Q4 		$433K Buy
14,566
+614
+4% +$18.1K 0.24% 101
2022
Q3 		$407K Buy
+13,952
New +$411K 0.22% 99

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 22.9% 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

TriaGen Wealth Management's UJAN Position: Q1 2023 in Review

TriaGen Wealth Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2023, closing a stake of 14,566 shares — an estimated $433K sold.

TriaGen Wealth Management first reported a position in UJAN in Q3 2022 and held it in 2 quarters. The position peaked at $433K in Q4 2022. 77 funds tracked by Wall St. Rank hold UJAN as of Q1 2023.

  • TriaGen Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 14,566 Innovator US Equity Ultra Buffer ETF January shares in Q1 2023, an estimated $433K.
  • TriaGen Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Innovator US Equity Ultra Buffer ETF January position peaked at $433K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.