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XY Planning Network’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

XY Planning Network’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 		– Sell
-6,349
Closed -$275K – 279
2025
Q4 		$275K Buy
6,349
+1,196
+23% +$50.9K 0.05% 228
2025
Q3 		$208K Hold
5,153
– – 0.07% 169
2025
Q2 		$208K Buy
+5,153
New +$200K 0.07% 169

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 $424B AUM 22.96% 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
VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

XY Planning Network's UJAN Position: Q1 2026 in Review

XY Planning Network sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q1 2026, closing a stake of 6,349 shares — an estimated $275K sold.

XY Planning Network first reported a position in UJAN in Q2 2025 and held it in 3 quarters. The position peaked at $275K in Q4 2025. 111 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • XY Planning Network reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • XY Planning Network sold 6,349 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $275K.
  • XY Planning Network first reported a position in Innovator US Equity Ultra Buffer ETF January in Q2 2025 and held it in 3 quarters.
  • XY Planning Network's Innovator US Equity Ultra Buffer ETF January position peaked at $275K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on XY Planning Network's 13F filing for Q1 2026, filed 14 Apr 2026.