WTFG
UJAN icon

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
Q2 		$860K Hold
18,984
– – 0.2% 74
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 $855M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wood Tarver Financial Group's UJAN Position: Q2 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q2 2026 at 18,984 shares worth $860K. The position accounts for 0.2% of the portfolio, ranked #74.

Wood Tarver Financial Group first reported a position in UJAN in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Wood Tarver Financial Group held 18,984 shares of Innovator US Equity Ultra Buffer ETF January worth $860K as of Q2 2026.
  • Wood Tarver Financial Group left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF January made up 0.2% of Wood Tarver Financial Group's portfolio in Q2 2026, its #74 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 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.