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

Personal CFO Solutions’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
2024
Q2 		– Sell
-303,415
Closed -$10.7M – 579
2024
Q1 		$10.7M Buy
+303,415
New +$10.4M 1.67% 9
2021
Q1 		– Sell
-151,292
Closed -$4.39M – 426
2020
Q4 		$4.39M Buy
151,292
+27,445
+22% +$760K 1.09% 19
2020
Q3 		$3K Sell
123,847
-985
-0.8% -$25.4K 1% 27
2020
Q2 		$3.12M Buy
124,832
+2,361
+2% +$55.8K 0.92% 24
2020
Q1 		$2.65M Buy
+122,471
New +$3.08M 0.95% 23

Other funds holding KJAN

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
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Personal CFO Solutions's KJAN Position: Q2 2024 in Review

Personal CFO Solutions sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2024, closing a stake of 303,415 shares — an estimated $10.7M sold.

Personal CFO Solutions first reported a position in KJAN in Q1 2020 and held it in 5 quarters. The position peaked at $10.7M in Q1 2024. 123 funds tracked by Wall St. Rank hold KJAN as of Q2 2024.

  • Personal CFO Solutions reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 303,415 Innovator US Small Cap Power Buffer ETF January shares in Q2 2024, an estimated $10.7M.
  • Personal CFO Solutions first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and held it in 5 quarters.
  • Personal CFO Solutions's Innovator US Small Cap Power Buffer ETF January position peaked at $10.7M in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.