Focus Partners Wealth
KJAN icon

Focus Partners Wealth’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Focus Partners Wealth’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
-8,346
Closed -$309K – 1941
2024
Q3 		$309K Hold
8,346
– – ﹤0.01% 1313
2024
Q2 		$291K Buy
+8,346
New +$290K ﹤0.01% 1075

Other funds holding KJAN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 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
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth's KJAN Position: Q4 2024 in Review

Focus Partners Wealth sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2024, closing a stake of 8,346 shares — an estimated $309K sold.

Focus Partners Wealth first reported a position in KJAN in Q2 2024 and held it in 2 quarters. The position peaked at $309K in Q3 2024. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2024.

  • Focus Partners Wealth reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 8,346 Innovator US Small Cap Power Buffer ETF January shares in Q4 2024, an estimated $309K.
  • Focus Partners Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Innovator US Small Cap Power Buffer ETF January position peaked at $309K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.