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

Visionary 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
2026 Q2	$225K	Hold	4,970	–	–	0.01%	621
2026 Q1	$211K	Sell	4,970 -600	-11%	-$26K	0.01%	606
2025 Q4	$241K	Sell	5,570 -30	-0.5%	-$1.28K	0.01%	550
2025 Q3	$236K	Hold	5,600	–	–	0.01%	541
2025 Q2	$227K	Hold	5,600	–	–	0.01%	523
2025 Q1	$214K	Hold	5,600	–	–	0.01%	510
2024 Q4	$218K	Hold	5,600	–	–	0.01%	500
2024 Q3	$213K	Hold	5,600	–	–	0.01%	500
2024 Q2	$208K	Hold	5,600	–	–	0.01%	486
2024 Q1	$202K	Sell	5,600 -1,000	-15%	-$35.2K	0.01%	473
2023 Q4	$227K	Hold	6,600	–	–	0.02%	441
2023 Q3	$215K	Hold	6,600	–	–	0.02%	417
2023 Q2	$216K	Hold	6,600	–	–	0.02%	423
2023 Q1	$205K	Sell	6,600 -1,000	-13%	-$30.5K	0.02%	422
2022 Q4	$226K	Sell	7,600 -2,900	-28%	-$85.7K	0.02%	376
2022 Q3	$306K	Sell	10,500 -175	-2%	-$5.16K	0.03%	295
2022 Q2	$311K	Buy	+10,675	New	+$318K	0.03%	319

Other funds holding UJAN

BCM

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Visionary Wealth Advisors's UJAN Position: Q2 2026 in Review

Visionary Wealth Advisors held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 4,970 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #621.

Visionary Wealth Advisors first reported a position in UJAN in Q2 2022 and has held it in 17 quarters since. The position peaked at $311K in Q2 2022. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Visionary Wealth Advisors held 4,970 shares of Innovator US Equity Ultra Buffer ETF January worth $225K as of Q2 2026.
Visionary Wealth Advisors left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF January made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #621 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2022 and has held it in 17 quarters since.
Visionary Wealth Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $311K in Q2 2022.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.