Smith Anglin Financial’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Smith Anglin Financial’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	-7,517	Closed	-$225K	–	171
2022 Q4	$225K	Hold	7,517	–	–	0.04%	129
2022 Q3	$212K	Hold	7,517	–	–	0.04%	126
2022 Q2	$212K	Hold	7,517	–	–	0.06%	120
2022 Q1	$235K	Buy	+7,517	New	+$233K	0.05%	118

Other funds holding KJAN

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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 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

Smith Anglin Financial's KJAN Position: Q1 2023 in Review

Smith Anglin Financial sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2023, closing a stake of 7,517 shares — an estimated $225K sold.

Smith Anglin Financial first reported a position in KJAN in Q1 2022 and held it in 4 quarters. The position peaked at $235K in Q1 2022. 74 funds tracked by Wall St. Rank hold KJAN as of Q1 2023.

Smith Anglin Financial reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
Smith Anglin Financial sold 7,517 Innovator US Small Cap Power Buffer ETF January shares in Q1 2023, an estimated $225K.
Smith Anglin Financial first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2022 and held it in 4 quarters.
Smith Anglin Financial's Innovator US Small Cap Power Buffer ETF January position peaked at $235K in Q1 2022.
74 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2023.

Based on Smith Anglin Financial's 13F filing for Q1 2023, filed 11 Apr 2023.