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Onyx Bridge Wealth Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Onyx Bridge Wealth 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
2023
Q3 		– Sell
-64,090
Closed -$2.05M – 248
2023
Q2 		$2.05M Buy
64,090
+4,202
+7% +$130K 0.49% 43
2023
Q1 		$1.84M Buy
+59,888
New +$1.86M 0.73% 29

Other funds holding KJAN

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Onyx Bridge Wealth Group's KJAN Position: Q3 2023 in Review

Onyx Bridge Wealth Group sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2023, closing a stake of 64,090 shares — an estimated $2.05M sold.

Onyx Bridge Wealth Group first reported a position in KJAN in Q1 2023 and held it in 2 quarters. The position peaked at $2.05M in Q2 2023. 72 funds tracked by Wall St. Rank hold KJAN as of Q3 2023.

  • Onyx Bridge Wealth Group reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 64,090 Innovator US Small Cap Power Buffer ETF January shares in Q3 2023, an estimated $2.05M.
  • Onyx Bridge Wealth Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Innovator US Small Cap Power Buffer ETF January position peaked at $2.05M in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2023, filed 16 Oct 2023.