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WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-675
Closed -$22.1K – 1110
2023
Q2 		$22.1K Hold
675
– – ﹤0.01% 659
2023
Q1 		$21K Buy
+675
New +$20.6K ﹤0.01% 718

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthPLAN Partners's UJAN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2023, closing a stake of 675 shares — an estimated $22.1K sold.

WealthPLAN Partners first reported a position in UJAN in Q1 2023 and held it in 2 quarters. The position peaked at $22.1K in Q2 2023. 69 funds tracked by Wall St. Rank hold UJAN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 675 Innovator US Equity Ultra Buffer ETF January shares in Q3 2023, an estimated $22.1K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF January position peaked at $22.1K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.