Atlantic Private Wealth’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Atlantic Private Wealth’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	-5,038	Closed	-$180K	–	246
2025 Q1	$180K	Hold	5,038	–	–	0.13%	62
2024 Q4	$188K	Hold	5,038	–	–	0.14%	45
2024 Q3	$187K	Hold	5,038	–	–	0.14%	44
2024 Q2	$176K	Hold	5,038	–	–	0.14%	42
2024 Q1	$178K	Buy	+5,038	New	+$173K	0.15%	41

Other funds holding KJAN

CAG

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

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

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

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlantic Private Wealth's KJAN Position: Q2 2025 in Review

Atlantic Private Wealth sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2025, closing a stake of 5,038 shares — an estimated $180K sold.

Atlantic Private Wealth first reported a position in KJAN in Q1 2024 and held it in 5 quarters. The position peaked at $188K in Q4 2024. 118 funds tracked by Wall St. Rank hold KJAN as of Q2 2025.

Atlantic Private Wealth reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
Atlantic Private Wealth sold 5,038 Innovator US Small Cap Power Buffer ETF January shares in Q2 2025, an estimated $180K.
Atlantic Private Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and held it in 5 quarters.
Atlantic Private Wealth's Innovator US Small Cap Power Buffer ETF January position peaked at $188K in Q4 2024.
118 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2025.

Based on Atlantic Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.