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Ausdal Financial Partners’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Ausdal Financial Partners’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
-7,352
Closed -$226K – 452
2023
Q1 		$226K Buy
+7,352
New +$228K 0.03% 398

Other funds holding KJAN

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CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
GI
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
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ausdal Financial Partners's KJAN Position: Q2 2023 in Review

Ausdal Financial Partners sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2023, closing a stake of 7,352 shares — an estimated $226K sold.

Ausdal Financial Partners first reported a position in KJAN in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 77 funds tracked by Wall St. Rank hold KJAN as of Q2 2023.

  • Ausdal Financial Partners reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 7,352 Innovator US Small Cap Power Buffer ETF January shares in Q2 2023, an estimated $226K.
  • Ausdal Financial Partners first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • Ausdal Financial Partners's Innovator US Small Cap Power Buffer ETF January position peaked at $226K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.