UBS Group
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UBS Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

UBS Group’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 		$8.16K Buy
+180
New +$8.03K ﹤0.01% 8704
2026
Q1 		– Sell
-152
Closed -$6.58K – 11189
2025
Q4 		$6.58K Sell
152
-304
-67% -$12.9K ﹤0.01% 8537
2025
Q3 		$19.2K Sell
456
-3,018
-87% -$125K ﹤0.01% 8175
2025
Q2 		$141K Buy
3,474
+2,890
+495% +$112K ﹤0.01% 6968
2025
Q1 		$22.3K Buy
584
+446
+323% +$17.4K ﹤0.01% 8153
2024
Q4 		$5.38K Sell
138
-2,073
-94% -$79.9K ﹤0.01% 8668
2024
Q3 		$84.1K Buy
2,211
+1,624
+277% +$60.8K ﹤0.01% 6475
2024
Q2 		$21.8K Buy
587
+423
+258% +$15.3K ﹤0.01% 7255
2024
Q1 		$5.92K Buy
+164
New +$5.78K ﹤0.01% 7497
2023
Q4 		– Sell
-1,318
Closed -$42.9K – 9906
2023
Q3 		$42.9K Buy
1,318
+450
+52% +$14.8K ﹤0.01% 6391
2023
Q2 		$28.4K Buy
868
+66
+8% +$2.09K ﹤0.01% 6737
2023
Q1 		$24.9K Sell
802
-4,329
-84% -$132K ﹤0.01% 6916
2022
Q4 		$152K Buy
5,131
+302
+6% +$8.93K ﹤0.01% 5714
2022
Q3 		$141K Buy
4,829
+3,108
+181% +$91.6K ﹤0.01% 5413
2022
Q2 		$50K Buy
1,721
+1,509
+712% +$45K ﹤0.01% 5913
2022
Q1 		$7K Buy
+212
New +$6.53K ﹤0.01% 8846
2021
Q4 		– Sell
-67
Closed -$2K – 10727
2021
Q3 		$2K Buy
67
+1
+2% +$31 ﹤0.01% 8996
2021
Q2 		$2K Sell
66
-1,554
-96% -$47.8K ﹤0.01% 8983
2021
Q1 		$49K Buy
1,620
+280
+21% +$8.41K ﹤0.01% 6579
2020
Q4 		$40K Sell
1,340
-150
-10% -$4.38K ﹤0.01% 6387
2020
Q3 		$43K Buy
+1,490
New +$42.3K ﹤0.01% 5762

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

UBS Group's UJAN Position: Q2 2026 in Review

UBS Group opened a new position in Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2026: 180 shares worth $8.16K. The stake represents ﹤0.01% of the portfolio and ranks #8704 among its holdings. This is a return to the name: UBS Group previously reported a position in UJAN as recently as Q4 2025.

UBS Group first reported a position in UJAN in Q3 2020 and has held it in 21 quarters since. The position peaked at $152K in Q4 2022. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • UBS Group held 180 shares of Innovator US Equity Ultra Buffer ETF January worth $8.16K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January was a new UBS Group position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8704 holding.
  • UBS Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2020 and has held it in 21 quarters since.
  • UBS Group's Innovator US Equity Ultra Buffer ETF January position peaked at $152K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.