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

Cedar Brook 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
2024
Q2 		– Sell
-13,301
Closed -$470K – 235
2024
Q1 		$470K Buy
+13,301
New +$456K 0.09% 212

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CAG
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PP
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ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $216M AUM 14.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cedar Brook Financial Partners's KJAN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2024, closing a stake of 13,301 shares — an estimated $470K sold.

Cedar Brook Financial Partners first reported a position in KJAN in Q1 2024 and held it in 1 quarter. The position peaked at $470K in Q1 2024. 123 funds tracked by Wall St. Rank hold KJAN as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 13,301 Innovator US Small Cap Power Buffer ETF January shares in Q2 2024, an estimated $470K.
  • Cedar Brook Financial Partners first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Innovator US Small Cap Power Buffer ETF January position peaked at $470K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.