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Global Strategic Investment Solutions’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Global Strategic Investment Solutions’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
-7,336
Closed -$259K – 149
2024
Q1 		$259K Buy
+7,336
New +$251K 0.03% 138
2023
Q4 		– Sell
-86,799
Closed -$2.67M – 149
2023
Q3 		$2.67M Sell
86,799
-48,338
-36% -$1.55M 0.34% 48
2023
Q2 		$4.32M Sell
135,137
-12,954
-9% -$400K 0.54% 38
2023
Q1 		$4.55M Buy
148,091
+31,001
+26% +$963K 0.65% 34
2022
Q4 		$3.5M Sell
117,090
-8,451
-7% -$253K 0.23% 42
2022
Q3 		$3.54M Sell
125,541
-3,385
-3% -$100K 0.17% 41
2022
Q2 		$3.64M Sell
128,926
-638
-0.5% -$18.8K 0.26% 38
2022
Q1 		$4.05M Buy
+129,564
New +$4.01M 0.25% 37

Other funds holding KJAN

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
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

Global Strategic Investment Solutions's KJAN Position: Q2 2024 in Review

Global Strategic Investment Solutions sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2024, closing a stake of 7,336 shares — an estimated $259K sold.

Global Strategic Investment Solutions first reported a position in KJAN in Q1 2022 and held it in 8 quarters. The position peaked at $4.55M in Q1 2023. 123 funds tracked by Wall St. Rank hold KJAN as of Q2 2024.

  • Global Strategic Investment Solutions reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 7,336 Innovator US Small Cap Power Buffer ETF January shares in Q2 2024, an estimated $259K.
  • Global Strategic Investment Solutions first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2022 and held it in 8 quarters.
  • Global Strategic Investment Solutions's Innovator US Small Cap Power Buffer ETF January position peaked at $4.55M in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2024.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.