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Mattson Financial Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Mattson Financial Services’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
2025
Q1 		– Sell
-1,562
Closed -$57.9K – 381
2024
Q4 		$57.9K Sell
1,562
-408
-21% -$15.5K 0.02% 169
2024
Q3 		$68.8K Hold
1,970
– – 0.02% 157
2024
Q2 		$68.8K Buy
+1,970
New +$68.4K 0.02% 157

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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
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
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mattson Financial Services's KJAN Position: Q1 2025 in Review

Mattson Financial Services sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2025, closing a stake of 1,562 shares — an estimated $57.9K sold.

Mattson Financial Services first reported a position in KJAN in Q2 2024 and held it in 3 quarters. The position peaked at $68.8K in Q3 2024. 127 funds tracked by Wall St. Rank hold KJAN as of Q1 2025.

  • Mattson Financial Services reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,562 Innovator US Small Cap Power Buffer ETF January shares in Q1 2025, an estimated $57.9K.
  • Mattson Financial Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Innovator US Small Cap Power Buffer ETF January position peaked at $68.8K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.