Fermata Advisors, LLC UJAN Holdings History
Fermata Advisors, LLC's Innovator U.S. Equity Ultra Buffer ETF - January Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 59,805.00 shares of Innovator U.S. Equity Ultra Buffer ETF - January(UJAN), totaling $2.42 Mil. This investment constitutes 0.65% of their stock portfolio, and Fermata Advisors, LLC now holds 0.92% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - January(UJAN) stock.
The initial trade took place in 2021Q2. And since then Fermata Advisors, LLC has made 5 purchases of UJAN, at an average price of $35.12, for a total of 596,069.00 shares. In addition, there have been 8 sales at an average price of $38.15 for 536,264.00 shares. Based on historical transaction data and UJAN's current price of $40.97, Fermata Advisors, LLC's estimated gain on his UJAN holdings is $1.98 Mil, reflecting a 9.45% gain to date.
Fermata Advisors, LLC UJAN ($40.97) Holding Chart
Fermata Advisors, LLC UJAN ($40.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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