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WealthPlan Investment Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

WealthPlan Investment 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
Q2 		– Sell
-1,630
Closed -$50.7K – 456
2023
Q1 		$50.7K Buy
+1,630
New +$49.8K 0.01% 244

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

WealthPlan Investment Management's UJAN Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q2 2023, closing a stake of 1,630 shares — an estimated $50.7K sold.

WealthPlan Investment Management first reported a position in UJAN in Q1 2023 and held it in 1 quarter. The position peaked at $50.7K in Q1 2023. 71 funds tracked by Wall St. Rank hold UJAN as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,630 Innovator US Equity Ultra Buffer ETF January shares in Q2 2023, an estimated $50.7K.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Ultra Buffer ETF January position peaked at $50.7K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.