Bedel Financial Consulting’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-551	Closed	-$17K	–	557
2022 Q1	$17K	Hold	551	–	–	0.01%	572
2021 Q4	$18K	Hold	551	–	–	0.01%	579
2021 Q3	$17K	Hold	551	–	–	0.01%	578
2021 Q2	$17K	Hold	551	–	–	0.01%	588
2021 Q1	$17K	Hold	551	–	–	0.01%	543
2020 Q4	$16K	Buy	+551	New	+$15.3K	0.01%	479

Other funds holding KJAN

CAG

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

GSIS

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

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

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Bedel Financial Consulting's KJAN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2022, closing a stake of 551 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in KJAN in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 66 funds tracked by Wall St. Rank hold KJAN as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 551 Innovator US Small Cap Power Buffer ETF January shares in Q2 2022, an estimated $17K.
Bedel Financial Consulting first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and held it in 6 quarters.
Bedel Financial Consulting's Innovator US Small Cap Power Buffer ETF January position peaked at $18K in Q4 2021.
66 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.