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LYNX CAPITAL GROUP LTD /ADV’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
Q4 		$545K Buy
+15,899
New +$494K 0.4% 62

Other funds holding KJAN

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's KJAN Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2023: 15,899 shares worth $545K. The stake represents 0.4% of the portfolio and ranks #62 among its holdings.

87 funds tracked by Wall St. Rank hold KJAN as of Q4 2023.

  • LYNX CAPITAL GROUP LTD /ADV held 15,899 shares of Innovator US Small Cap Power Buffer ETF January worth $545K as of Q4 2023.
  • Innovator US Small Cap Power Buffer ETF January was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
  • Innovator US Small Cap Power Buffer ETF January made up 0.4% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #62 holding.
  • 87 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.