Frontier Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Frontier Wealth Management’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 Q2	$256K	Hold	9,060	–	–	0.02%	323
2022 Q1	$275K	Hold	9,060	–	–	﹤0.01%	323
2021 Q4	$294K	Hold	9,060	–	–	0.02%	333
2021 Q3	$282K	Hold	9,060	–	–	0.02%	345
2021 Q2	$283K	Hold	9,060	–	–	0.02%	339
2021 Q1	$276K	Buy	+9,060	New	+$271K	0.02%	313

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 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 $6.15B AUM 22.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Frontier Wealth Management's KJAN Position: Q2 2022 in Review

Frontier Wealth Management held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2022 at 9,060 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #323.

Frontier Wealth Management first reported a position in KJAN in Q1 2021 and has held it in 6 quarters since. The position peaked at $294K in Q4 2021. 66 funds tracked by Wall St. Rank hold KJAN as of Q2 2022.

Frontier Wealth Management held 9,060 shares of Innovator US Small Cap Power Buffer ETF January worth $256K as of Q2 2022.
Frontier Wealth Management left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2022.
Innovator US Small Cap Power Buffer ETF January made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #323 holding.
Frontier Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and has held it in 6 quarters since.
Frontier Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $294K in Q4 2021.
66 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.