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Innovator US Equity Ultra Buffer ETF January
UJAN

103 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

7% more funds holding

Funds holding: 96 → 103 (+7)

1.7% more ownership

Funds ownership: 60.72% → 62.42% (+1.7%)

4% more capital invested

Capital invested by funds: $125M → $130M (+$5.12M)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
29
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CDWM
Campbell Deegan Wealth Management
Virginia
+$3.46M
2
FIA
Foundations Investment Advisors
Arizona
+$1.28M
3
GIA
Gladstone Institutional Advisory
Florida
+$898K
4
AFP
Ausdal Financial Partners
Iowa
+$752K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$708K

Top Sellers

1
PCA
Prosperity Capital Advisors
Ohio
-$3.02M
2
PWA
Prairie Wealth Advisors
Nebraska
-$2.8M
3
SA
Sonoma Allocations
California
-$1.63M
4
MOS
MGO One Seven
Ohio
-$1.37M
5
SB
Strategic Blueprint
Georgia
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$1.73M -$211K -4,964 -11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.71M +$87K +2,044 +5%
LIWM
28
Long Island Wealth Management
New York
$1.36M -$12.8K -300 -0.9%
PA
29
PFG Advisors
Arizona
$1.25M -$499K -11,708 -29%
AWM
30
Accurate Wealth Management
Florida
$1.1M -$3.24K -76 -0.3%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.01M – – –
AFP
32
Ausdal Financial Partners
Iowa
$986K +$752K +17,655 +343%
MML Investors Services
33
MML Investors Services
Massachusetts
$944K -$377K -8,846 -29%
OMC
34
Old Mission Capital
Illinois
$935K +$585K +13,747 +174%
MA
35
Mutual Advisors
Nebraska
$915K – – –
GIA
36
Gladstone Institutional Advisory
Florida
$913K +$898K +21,100 New
MW
37
MBL Wealth
North Carolina
$905K +$1.28K +30 +0.1%
CAG
38
Compass Advisory Group
New York
$875K – – –
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$815K -$10.7K -252 -1%
WTFG
40
Wood Tarver Financial Group
Idaho
$773K -$5.24K -123 -0.7%
JSL
41
JT Stratford LLC
Georgia
$740K +$138K +3,235 +23%
TF
42
Trek Financial
Arizona
$737K – – –
KWM
43
KFG Wealth Management
Indiana
$707K -$191K -4,497 -22%
SEP
44
Southland Equity Partners
Missouri
$694K – – –
MWM
45
Maltin Wealth Management
New Jersey
$654K – – –
TWP
46
Triad Wealth Partners
Kansas
$635K +$77.1K +1,811 +14%
BEI
47
Benjamin Edwards Inc
Missouri
$602K -$14.3K -335 -2%
JRPIM
48
Journey Retirement Planning & Investment Management
Idaho
$601K +$592K +13,900 New
DI
49
Diligent Investors
California
$601K – – –
AFP
50
ATX Financial Planning
Texas
$558K +$549K +12,905 New
1
2
3 4 5

UJAN Hedge Fund Activity: Q4 2025 in Review

103 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q4 2025, worth a combined $130M — up 4.1% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UJAN positions and 8 closed out — a net gain of 7 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Campbell Deegan Wealth Management, opening a new position worth an estimated $3.46M. The largest seller was Prosperity Capital Advisors, cutting an estimated $3.02M.

  • 103 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q4 2025, up from 96 in Q3 2025.
  • Funds reported $130M of Innovator US Equity Ultra Buffer ETF January stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q4 2025 was Campbell Deegan Wealth Management, an estimated $3.46M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q4 2025 was Prosperity Capital Advisors, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2025.