Pillar Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Pillar Wealth Advisors’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	-18,152	Closed	-$543K	–	67
2022 Q4	$543K	Sell	18,152 -11,655	-39%	-$349K	0.52%	38
2022 Q3	$840K	Hold	29,807	–	–	0.84%	27
2022 Q2	$842K	Sell	29,807 -19,809	-40%	-$584K	0.86%	27
2022 Q1	$1.55M	Hold	49,616	–	–	1.5%	18
2021 Q4	$1.61M	Buy	+49,616	New	+$1.57M	1.53%	19

Other funds holding KJAN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

AWM

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Pillar Wealth Advisors's KJAN Position: Q1 2023 in Review

Pillar Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2023, closing a stake of 18,152 shares — an estimated $543K sold.

Pillar Wealth Advisors first reported a position in KJAN in Q4 2021 and held it in 5 quarters. The position peaked at $1.61M in Q4 2021. 74 funds tracked by Wall St. Rank hold KJAN as of Q1 2023.

Pillar Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
Pillar Wealth Advisors sold 18,152 Innovator US Small Cap Power Buffer ETF January shares in Q1 2023, an estimated $543K.
Pillar Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and held it in 5 quarters.
Pillar Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $1.61M in Q4 2021.
74 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2023.

Based on Pillar Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.