Bank of America
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Bank of America’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Bank of America’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
Q4 		– Sell
-1,251
Closed -$38.4K – 8117
2023
Q3 		$38.4K Buy
+1,251
New +$40K ﹤0.01% 6574

Other funds holding KJAN

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Bank of America's KJAN Position: Q4 2023 in Review

Bank of America sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2023, closing a stake of 1,251 shares — an estimated $38.4K sold.

Bank of America first reported a position in KJAN in Q3 2023 and held it in 1 quarter. The position peaked at $38.4K in Q3 2023. 87 funds tracked by Wall St. Rank hold KJAN as of Q4 2023.

  • Bank of America reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 1,251 Innovator US Small Cap Power Buffer ETF January shares in Q4 2023, an estimated $38.4K.
  • Bank of America first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Bank of America's Innovator US Small Cap Power Buffer ETF January position peaked at $38.4K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.