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

EP Wealth Advisors’s Portfolio KJAN Stock Details KJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$276K Sell
7,358
-560
-7% -$21K ﹤0.01% 1071
2025
Q1 		$283K Sell
7,918
-123
-2% -$4.4K ﹤0.01% 940
2024
Q4 		$300K Sell
8,041
-543
-6% -$20.3K ﹤0.01% 872
2024
Q3 		$318K Buy
+8,584
New +$318K ﹤0.01% 832