Next Financial Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Next Financial Group’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
2021 Q4	$70K	Hold	2,171	–	–	﹤0.01%	1325
2021 Q3	$68K	Hold	2,171	–	–	0.01%	1282
2021 Q2	$68K	Hold	2,171	–	–	0.01%	1268
2021 Q1	$66K	Buy	2,171 +1,289	+146%	+$38.6K	0.01%	1173
2020 Q4	$26K	Hold	882	–	–	﹤0.01%	1437
2020 Q3	$23K	Buy	+882	New	+$22.7K	﹤0.01%	1360
2020 Q2	–	Sell	-882	Closed	-$19K	–	1281
2020 Q1	$19K	Buy	+882	New	+$22.2K	﹤0.01%	1293

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's KJAN Position: Q4 2021 in Review

Next Financial Group held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q4 2021 at 2,171 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Next Financial Group first reported a position in KJAN in Q1 2020 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold KJAN as of Q4 2021.

Next Financial Group held 2,171 shares of Innovator US Small Cap Power Buffer ETF January worth $70K as of Q4 2021.
Next Financial Group left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q4 2021.
Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1325 holding.
Next Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.