KWM
JANJ icon

KFG Wealth Management’s Innovator Premium Income 30 Barrier ETF January JANJ Stock Holding History

KFG Wealth Management’s Portfolio JANJ Stock Details JANJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,089
Closed -$742K – 197
2024
Q4 		$742K Buy
30,089
+1,093
+4% +$27.2K 0.14% 82
2024
Q3 		$717K Sell
28,996
-230
-0.8% -$5.72K 0.16% 87
2024
Q2 		$722K Buy
29,226
+8,195
+39% +$204K 0.29% 64
2024
Q1 		$520K Buy
+21,031
New +$522K 0.21% 84

Other funds holding JANJ

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

KFG Wealth Management's JANJ Position: Q1 2025 in Review

KFG Wealth Management sold out of Innovator Premium Income 30 Barrier ETF January (JANJ) in Q1 2025, closing a stake of 30,089 shares — an estimated $742K sold.

KFG Wealth Management first reported a position in JANJ in Q1 2024 and held it in 4 quarters. The position peaked at $742K in Q4 2024. 14 funds tracked by Wall St. Rank hold JANJ as of Q1 2025.

  • KFG Wealth Management reported no remaining Innovator Premium Income 30 Barrier ETF January position as of Q1 2025 after selling out during the quarter.
  • KFG Wealth Management sold 30,089 Innovator Premium Income 30 Barrier ETF January shares in Q1 2025, an estimated $742K.
  • KFG Wealth Management first reported a position in Innovator Premium Income 30 Barrier ETF January in Q1 2024 and held it in 4 quarters.
  • KFG Wealth Management's Innovator Premium Income 30 Barrier ETF January position peaked at $742K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF January as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.