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Dixon Hughes Goodman Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$1.43M Buy
45,723
+1,211
+3% +$37.5K 0.41% 37
2021
Q4 		$1.44M Buy
+44,512
New +$1.41M 0.47% 28

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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 $8.23B AUM 30.88% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KJAN Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 2.7% in Q1 2022, buying an estimated $37.5K and bringing the position to 45,723 shares worth $1.43M. The position accounts for 0.41% of the portfolio, ranked #37.

Dixon Hughes Goodman Wealth Advisors first reported a position in KJAN in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2021. 69 funds tracked by Wall St. Rank hold KJAN as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 45,723 shares of Innovator US Small Cap Power Buffer ETF January worth $1.43M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,211 Innovator US Small Cap Power Buffer ETF January shares in Q1 2022, an estimated $37.5K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.41% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #37 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $1.44M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.