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

Sound View Wealth Advisors Group’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 Q3	–	Sell	-6,791	Closed	-$217K	–	374
2023 Q2	$217K	Hold	6,791	–	–	0.03%	342
2023 Q1	$209K	Buy	+6,791	New	+$211K	0.03%	344
2021 Q3	–	Sell	-7,184	Closed	-$224K	–	293
2021 Q2	$224K	Buy	+7,184	New	+$221K	0.05%	265

Other funds holding KJAN

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSIS

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

AAS

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Sound View Wealth Advisors Group's KJAN Position: Q3 2023 in Review

Sound View Wealth Advisors Group sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2023, closing a stake of 6,791 shares — an estimated $217K sold.

Sound View Wealth Advisors Group first reported a position in KJAN in Q2 2021 and held it in 3 quarters. The position peaked at $224K in Q2 2021. 72 funds tracked by Wall St. Rank hold KJAN as of Q3 2023.

Sound View Wealth Advisors Group reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 6,791 Innovator US Small Cap Power Buffer ETF January shares in Q3 2023, an estimated $217K.
Sound View Wealth Advisors Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2021 and held it in 3 quarters.
Sound View Wealth Advisors Group's Innovator US Small Cap Power Buffer ETF January position peaked at $224K in Q2 2021.
72 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2023, filed 7 Nov 2023.