Advus Financial Partners, LLC’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Advus Financial Partners, LLC’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	$2.15M	Sell	47,429 -1,787	-4%	-$79.7K	0.49%	42
2026 Q1	$2.09M	Sell	49,216 -10,184	-17%	-$441K	0.52%	40
2025 Q4	$2.57M	Sell	59,400 -15,689	-21%	-$668K	0.62%	34
2025 Q3	$3.16M	Sell	75,089 -6,600	-8%	-$272K	0.76%	28
2025 Q2	$3.3M	Buy	81,689 +3,437	+4%	+$133K	0.84%	25
2025 Q1	$2.98M	Hold	78,252	–	–	0.84%	25
2024 Q4	$3.05M	Sell	78,252 -7,277	-9%	-$280K	0.86%	25
2024 Q3	$3.25M	Sell	85,529 -3,469	-4%	-$130K	0.93%	23
2024 Q2	$3.3M	Hold	88,998	–	–	1.01%	21
2024 Q1	$3.21M	Buy	88,998 +11,533	+15%	+$406K	0.99%	21
2023 Q4	$2.67M	Buy	+77,465	New	+$2.59M	0.92%	24

Other funds holding UJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Advus Financial Partners, LLC's UJAN Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 3.6% in Q2 2026, selling an estimated $79.7K and leaving 47,429 shares worth $2.15M. The position accounts for 0.49% of the portfolio, ranked #42.

Advus Financial Partners, LLC first reported a position in UJAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q2 2025. 123 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

Advus Financial Partners, LLC held 47,429 shares of Innovator US Equity Ultra Buffer ETF January worth $2.15M as of Q2 2026.
Advus Financial Partners, LLC sold 1,787 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $79.7K.
Innovator US Equity Ultra Buffer ETF January made up 0.49% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #42 holding.
Advus Financial Partners, LLC first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
Advus Financial Partners, LLC's Innovator US Equity Ultra Buffer ETF January position peaked at $3.3M in Q2 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.