Ameritas Advisory Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Ameritas Advisory Services’s Portfolio KJAN Stock Details KJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,500	Closed	-$46.1K	–	1643
2023 Q1	$46.1K	Buy	+1,500	New	+$46.6K	﹤0.01%	1285
2022 Q4	–	Sell	-14,552	Closed	-$410K	–	896
2022 Q3	$410K	Sell	14,552 -246	-2%	-$7.29K	0.02%	485
2022 Q2	$418K	Buy	14,798 +500	+3%	+$14.7K	0.02%	511
2022 Q1	$447K	Buy	14,298 +500	+4%	+$15.5K	0.02%	531
2021 Q4	$447K	Buy	+13,798	New	+$437K	0.02%	528

Other funds holding KJAN

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameritas Advisory Services's KJAN Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2023, closing a stake of 1,500 shares — an estimated $46.1K sold.

Ameritas Advisory Services first reported a position in KJAN in Q4 2021 and held it in 5 quarters. The position peaked at $447K in Q1 2022. 77 funds tracked by Wall St. Rank hold KJAN as of Q2 2023.

Ameritas Advisory Services reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 1,500 Innovator US Small Cap Power Buffer ETF January shares in Q2 2023, an estimated $46.1K.
Ameritas Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and held it in 5 quarters.
Ameritas Advisory Services's Innovator US Small Cap Power Buffer ETF January position peaked at $447K in Q1 2022.
77 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.