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Raymond James & Associates’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Raymond James & Associates’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
Q3 		$681K Buy
18,375
+134
+0.7% +$4.84K ﹤0.01% 2924
2024
Q2 		$637K Sell
18,241
-16,665
-48% -$579K ﹤0.01% 2917
2024
Q1 		$1.23M Buy
+34,906
New +$1.2M ﹤0.01% 2467

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Raymond James & Associates's KJAN Position: Q3 2024 in Review

Raymond James & Associates increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.73% in Q3 2024, buying an estimated $4.84K and bringing the position to 18,375 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Raymond James & Associates first reported a position in KJAN in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2024. 117 funds tracked by Wall St. Rank hold KJAN as of Q3 2024.

  • Raymond James & Associates held 18,375 shares of Innovator US Small Cap Power Buffer ETF January worth $681K as of Q3 2024.
  • Raymond James & Associates bought 134 Innovator US Small Cap Power Buffer ETF January shares in Q3 2024, an estimated $4.84K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2924 holding.
  • Raymond James & Associates first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 3 quarters since.
  • Raymond James & Associates's Innovator US Small Cap Power Buffer ETF January position peaked at $1.23M in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.