Q1WB
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Quest 10 Wealth Builders’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Quest 10 Wealth Builders’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
2025
Q1 		– Sell
-1,500
Closed -$56K – 801
2024
Q4 		$56K Buy
+1,500
New +$57.1K 0.06% 170

Other funds holding KJAN

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quest 10 Wealth Builders's KJAN Position: Q1 2025 in Review

Quest 10 Wealth Builders sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2025, closing a stake of 1,500 shares — an estimated $56K sold.

Quest 10 Wealth Builders first reported a position in KJAN in Q4 2024 and held it in 1 quarter. The position peaked at $56K in Q4 2024. 127 funds tracked by Wall St. Rank hold KJAN as of Q1 2025.

  • Quest 10 Wealth Builders reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 1,500 Innovator US Small Cap Power Buffer ETF January shares in Q1 2025, an estimated $56K.
  • Quest 10 Wealth Builders first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and held it in 1 quarter.
  • Quest 10 Wealth Builders's Innovator US Small Cap Power Buffer ETF January position peaked at $56K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2025, filed 1 May 2025.