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Arkadios Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Arkadios Wealth Advisors’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
2025
Q2 		– Sell
-5,635
Closed -$201K – 1345
2025
Q1 		$201K Sell
5,635
-228
-4% -$8.49K 0.01% 1046
2024
Q4 		$219K Buy
5,863
+144
+3% +$5.48K 0.01% 831
2024
Q3 		$212K Sell
5,719
-4,090
-42% -$148K 0.01% 827
2024
Q2 		$342K Buy
9,809
+669
+7% +$23.2K 0.02% 591
2024
Q1 		$323K Buy
+9,140
New +$313K 0.03% 516
2022
Q3 		– Sell
-9,607
Closed -$271K – 555
2022
Q2 		$271K Hold
9,607
– – 0.04% 418
2022
Q1 		$300K Sell
9,607
-20
-0.2% -$619 0.04% 427
2021
Q4 		$312K Buy
+9,627
New +$305K 0.04% 439

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors's KJAN Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2025, closing a stake of 5,635 shares — an estimated $201K sold.

Arkadios Wealth Advisors first reported a position in KJAN in Q4 2021 and held it in 8 quarters. The position peaked at $342K in Q2 2024. 118 funds tracked by Wall St. Rank hold KJAN as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,635 Innovator US Small Cap Power Buffer ETF January shares in Q2 2025, an estimated $201K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $342K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.