GI
KJAN icon

Gradient Investments’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Gradient Investments’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
-289,019
Closed -$10.7M – 317
2024
Q3 		$10.7M Buy
289,019
+2,331
+0.8% +$84.1K 0.22% 128
2024
Q2 		$10M Buy
286,688
+10,543
+4% +$366K 0.22% 129
2024
Q1 		$9.77M Buy
276,145
+275,277
+31,714% +$9.43M 0.23% 125
2023
Q4 		$29.8K Hold
868
– – ﹤0.01% 642
2023
Q3 		$26.7K Sell
868
-426,589
-100% -$13.6M ﹤0.01% 621
2023
Q2 		$13.7M Sell
427,457
-288,005
-40% -$8.89M 0.35% 100
2023
Q1 		$22M Buy
715,462
+715,055
+175,689% +$22.2M 0.6% 45
2022
Q4 		$12.2K Hold
407
– – ﹤0.01% 774
2022
Q3 		$11K Hold
407
– – ﹤0.01% 778
2022
Q2 		$11K Hold
407
– – ﹤0.01% 748
2022
Q1 		$13K Hold
407
– – ﹤0.01% 723
2021
Q4 		$13K Hold
407
– – ﹤0.01% 746
2021
Q3 		$13K Hold
407
– – ﹤0.01% 723
2021
Q2 		$13K Hold
407
– – ﹤0.01% 710
2021
Q1 		$12K Buy
+407
New +$12.2K ﹤0.01% 725

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

Gradient Investments's KJAN Position: Q4 2024 in Review

Gradient Investments sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2024, closing a stake of 289,019 shares — an estimated $10.7M sold.

Gradient Investments first reported a position in KJAN in Q1 2021 and held it in 15 quarters. The position peaked at $22M in Q1 2023. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2024.

  • Gradient Investments reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Gradient Investments sold 289,019 Innovator US Small Cap Power Buffer ETF January shares in Q4 2024, an estimated $10.7M.
  • Gradient Investments first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and held it in 15 quarters.
  • Gradient Investments's Innovator US Small Cap Power Buffer ETF January position peaked at $22M in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.