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Signature Estate & Investment Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Signature Estate & Investment 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
2024
Q3 		– Sell
-12,991
Closed -$454K – 532
2024
Q2 		$454K Buy
+12,991
New +$451K 0.01% 307

Other funds holding KJAN

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 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

Signature Estate & Investment Advisors's KJAN Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2024, closing a stake of 12,991 shares — an estimated $454K sold.

Signature Estate & Investment Advisors first reported a position in KJAN in Q2 2024 and held it in 1 quarter. The position peaked at $454K in Q2 2024. 118 funds tracked by Wall St. Rank hold KJAN as of Q3 2024.

  • Signature Estate & Investment Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 12,991 Innovator US Small Cap Power Buffer ETF January shares in Q3 2024, an estimated $454K.
  • Signature Estate & Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $454K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.