CSPIA
KJAN icon

Cary Street Partners Investment Advisory’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-158,814
Closed -$5.89M – 653
2024
Q3 		$5.89M Sell
158,814
-4,736
-3% -$171K 0.22% 115
2024
Q2 		$5.71M Buy
163,550
+122,351
+297% +$4.25M 0.23% 111
2024
Q1 		$1.46M Buy
+41,199
New +$1.41M 0.06% 290

Other funds holding KJAN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's KJAN Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2024, closing a stake of 158,814 shares — an estimated $5.89M sold.

Cary Street Partners Investment Advisory first reported a position in KJAN in Q1 2024 and held it in 3 quarters. The position peaked at $5.89M in Q3 2024. 122 funds tracked by Wall St. Rank hold KJAN as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 158,814 Innovator US Small Cap Power Buffer ETF January shares in Q4 2024, an estimated $5.89M.
  • Cary Street Partners Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Innovator US Small Cap Power Buffer ETF January position peaked at $5.89M in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.