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HBK Sorce Advisory’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

HBK Sorce Advisory’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
2023
Q1 		– Sell
-40,000
Closed -$30K – 735
2022
Q4 		$30K Buy
40,000
+20,000
+100% +$599K ﹤0.01% 773
2022
Q3 		$15K Buy
+20,000
New +$593K ﹤0.01% 589

Other funds holding KJAN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

HBK Sorce Advisory's KJAN Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2023, closing a stake of 40,000 shares — an estimated $30K sold.

HBK Sorce Advisory first reported a position in KJAN in Q3 2022 and held it in 2 quarters. The position peaked at $30K in Q4 2022. 74 funds tracked by Wall St. Rank hold KJAN as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 40,000 Innovator US Small Cap Power Buffer ETF January shares in Q1 2023, an estimated $30K.
  • HBK Sorce Advisory first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Innovator US Small Cap Power Buffer ETF January position peaked at $30K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.