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My Personal CFO LLC’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

My Personal CFO LLC’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
-200
Closed -$5.98K – 469
2022
Q4 		$5.98K Buy
+200
New +$5.99K 0.01% 347

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

My Personal CFO LLC's KJAN Position: Q1 2023 in Review

My Personal CFO LLC sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2023, closing a stake of 200 shares — an estimated $5.98K sold.

My Personal CFO LLC first reported a position in KJAN in Q4 2022 and held it in 1 quarter. The position peaked at $5.98K in Q4 2022. 74 funds tracked by Wall St. Rank hold KJAN as of Q1 2023.

  • My Personal CFO LLC reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 200 Innovator US Small Cap Power Buffer ETF January shares in Q1 2023, an estimated $5.98K.
  • My Personal CFO LLC first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Innovator US Small Cap Power Buffer ETF January position peaked at $5.98K 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 My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.