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Woodard & Company Asset Management Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Woodard & Company Asset Management 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
2022
Q3 		– Sell
-1,000
Closed -$29K – 107
2022
Q2 		$29K Sell
1,000
-2,000
-67% -$59.6K 0.01% 89
2022
Q1 		$93K Buy
+3,000
New +$92.3K 0.04% 87

Other funds holding UJAN

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return

Woodard & Company Asset Management Group's UJAN Position: Q3 2022 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q3 2022, closing a stake of 1,000 shares — an estimated $29K sold.

Woodard & Company Asset Management Group first reported a position in UJAN in Q1 2022 and held it in 2 quarters. The position peaked at $93K in Q1 2022. 87 funds tracked by Wall St. Rank hold UJAN as of Q3 2022.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q3 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,000 Innovator US Equity Ultra Buffer ETF January shares in Q3 2022, an estimated $29K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2022 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Ultra Buffer ETF January position peaked at $93K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q3 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2022, filed 7 Nov 2022.