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World Investment Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

World Investment 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
Q1 		– Sell
-16,520
Closed -$491K – 263
2022
Q4 		$491K Buy
16,520
+220
+1% +$6.5K 0.11% 128
2022
Q3 		$476K Hold
16,300
– – 0.11% 136
2022
Q2 		$484K Buy
+16,300
New +$486K 0.1% 148

Other funds holding UJAN

SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

World Investment Advisors's UJAN Position: Q1 2023 in Review

World Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2023, closing a stake of 16,520 shares — an estimated $491K sold.

World Investment Advisors first reported a position in UJAN in Q2 2022 and held it in 3 quarters. The position peaked at $491K in Q4 2022. 77 funds tracked by Wall St. Rank hold UJAN as of Q1 2023.

  • World Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • World Investment Advisors sold 16,520 Innovator US Equity Ultra Buffer ETF January shares in Q1 2023, an estimated $491K.
  • World Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2022 and held it in 3 quarters.
  • World Investment Advisors's Innovator US Equity Ultra Buffer ETF January position peaked at $491K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2023.

Based on World Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.