U.S. Capital Wealth Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

U.S. Capital Wealth Advisors’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	-2,190	Closed	-$65.1K	–	1480
2022 Q4	$65.1K	Buy	+2,190	New	+$64.7K	﹤0.01%	819
2022 Q2	–	Sell	-9,443	Closed	-$292K	–	736
2022 Q1	$292K	Buy	+9,443	New	+$291K	0.01%	607

Other funds holding UJAN

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's UJAN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2023, closing a stake of 2,190 shares — an estimated $65.1K sold.

U.S. Capital Wealth Advisors first reported a position in UJAN in Q1 2022 and held it in 2 quarters. The position peaked at $292K in Q1 2022. 77 funds tracked by Wall St. Rank hold UJAN as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,190 Innovator US Equity Ultra Buffer ETF January shares in Q1 2023, an estimated $65.1K.
U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $292K in Q1 2022.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.