Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Wealth Enhancement Advisory Services’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	$1.25M	Sell	27,331 -110	-0.4%	-$4.91K	﹤0.01%	1918
2026 Q1	$1.17M	Sell	27,441 -16,741	-38%	-$724K	﹤0.01%	1698
2025 Q4	$1.92M	Buy	44,182 +1,800	+4%	+$76.6K	﹤0.01%	1533
2025 Q3	$1.79M	Sell	42,382 -1,300	-3%	-$53.7K	﹤0.01%	1514
2025 Q2	$1.78M	Sell	43,682 -1,155	-3%	-$44.7K	﹤0.01%	1413
2025 Q1	$1.71M	Buy	44,837 +4,255	+10%	+$166K	﹤0.01%	1326
2024 Q4	$1.58M	Hold	40,582	–	–	﹤0.01%	1301
2024 Q3	$1.54M	Hold	40,582	–	–	﹤0.01%	1181
2024 Q2	$1.51M	Hold	40,582	–	–	﹤0.01%	1104
2024 Q1	$1.47M	Hold	40,582	–	–	﹤0.01%	1085
2023 Q4	$1.4M	Sell	40,582 -3,097	-7%	-$104K	﹤0.01%	1026
2023 Q3	$1.42M	Buy	+43,679	New	+$1.44M	﹤0.01%	972

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

Wealth Enhancement Advisory Services's UJAN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.4% in Q2 2026, selling an estimated $4.91K and leaving 27,331 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Wealth Enhancement Advisory Services first reported a position in UJAN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q4 2025. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Wealth Enhancement Advisory Services held 27,331 shares of Innovator US Equity Ultra Buffer ETF January worth $1.25M as of Q2 2026.
Wealth Enhancement Advisory Services sold 110 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $4.91K.
Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1918 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF January position peaked at $1.92M in Q4 2025.
122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.