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Wood Tarver Financial Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Wood Tarver Financial Group’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
Q1 		$807K Buy
18,984
+1,110
+6% +$48K 0.22% 68
2025
Q4 		$773K Sell
17,874
-123
-0.7% -$5.24K 0.22% 70
2025
Q3 		$758K Sell
17,997
-1,951
-10% -$80.5K 0.22% 69
2025
Q2 		$806K Buy
19,948
+3,723
+23% +$144K 0.24% 59
2025
Q1 		$619K Sell
16,225
-3
-0% -$117 0.2% 66
2024
Q4 		$632K Buy
+16,228
New +$625K 0.21% 64

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wood Tarver Financial Group's UJAN Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 6.2% in Q1 2026, buying an estimated $48K and bringing the position to 18,984 shares worth $807K. The position accounts for 0.22% of the portfolio, ranked #68.

Wood Tarver Financial Group first reported a position in UJAN in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • Wood Tarver Financial Group held 18,984 shares of Innovator US Equity Ultra Buffer ETF January worth $807K as of Q1 2026.
  • Wood Tarver Financial Group bought 1,110 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $48K.
  • Innovator US Equity Ultra Buffer ETF January made up 0.22% of Wood Tarver Financial Group's portfolio in Q1 2026, its #68 holding.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.