White Knight Strategic Wealth Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

White Knight Strategic 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
2023 Q3	–	Sell	-7,522	Closed	-$246K	–	72
2023 Q2	$246K	Sell	7,522 -2,877	-28%	-$91.1K	0.29%	62
2023 Q1	$323K	Sell	10,399 -5,251	-34%	-$160K	0.41%	50
2022 Q4	$465K	Sell	15,650 -1,838	-11%	-$54.3K	0.64%	37
2022 Q3	$510K	Sell	17,488 -385	-2%	-$11.3K	0.73%	34
2022 Q2	$520K	Sell	17,873 -3,016	-14%	-$89.9K	0.72%	35
2022 Q1	$646K	Sell	20,889 -5,075	-20%	-$156K	0.7%	34
2021 Q4	$820K	Buy	+25,964	New	+$816K	0.86%	30

Other funds holding UJAN

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

White Knight Strategic Wealth Advisors's UJAN Position: Q3 2023 in Review

White Knight Strategic Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2023, closing a stake of 7,522 shares — an estimated $246K sold.

White Knight Strategic Wealth Advisors first reported a position in UJAN in Q4 2021 and held it in 7 quarters. The position peaked at $820K in Q4 2021. 69 funds tracked by Wall St. Rank hold UJAN as of Q3 2023.

White Knight Strategic Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2023 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 7,522 Innovator US Equity Ultra Buffer ETF January shares in Q3 2023, an estimated $246K.
White Knight Strategic Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2021 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $820K in Q4 2021.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.