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Benjamin F. Edwards & Company’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$70K Hold
2,000
– – ﹤0.01% 1241
2024
Q1 		$71K Hold
2,000
– – ﹤0.01% 1204
2023
Q4 		$69K Hold
2,000
– – ﹤0.01% 1184
2023
Q3 		$61K Hold
2,000
– – ﹤0.01% 1033
2023
Q2 		$64K Hold
2,000
– – ﹤0.01% 1024
2023
Q1 		$61K Hold
2,000
– – ﹤0.01% 1047
2022
Q4 		$60K Hold
2,000
– – ﹤0.01% 1033
2022
Q3 		$56K Hold
2,000
– – ﹤0.01% 1025
2022
Q2 		$57K Buy
2,000
+1,000
+100% +$29.5K ﹤0.01% 1002
2022
Q1 		$31K Hold
1,000
– – ﹤0.01% 1144
2021
Q4 		$32K Hold
1,000
– – ﹤0.01% 1140
2021
Q3 		$31K Hold
1,000
– – ﹤0.01% 1136
2021
Q2 		$31K Hold
1,000
– – ﹤0.01% 1132
2021
Q1 		$30K Buy
+1,000
New +$29.9K ﹤0.01% 1125

Other funds holding KJAN

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Benjamin F. Edwards & Company's KJAN Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2024 at 2,000 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Benjamin F. Edwards & Company first reported a position in KJAN in Q1 2021 and has held it in 14 quarters since. The position peaked at $71K in Q1 2024. 124 funds tracked by Wall St. Rank hold KJAN as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,000 shares of Innovator US Small Cap Power Buffer ETF January worth $70K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2024.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1241 holding.
  • Benjamin F. Edwards & Company first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and has held it in 14 quarters since.
  • Benjamin F. Edwards & Company's Innovator US Small Cap Power Buffer ETF January position peaked at $71K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.