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Stonebridge Capital Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Stonebridge Capital 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
2021
Q3 		– Sell
-623
Closed -$19K – 1026
2021
Q2 		$19K Hold
623
– – ﹤0.01% 635
2021
Q1 		$19K Buy
+623
New +$18.7K ﹤0.01% 515

Other funds holding KJAN

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Stonebridge Capital Advisors's KJAN Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2021, closing a stake of 623 shares — an estimated $19K sold.

Stonebridge Capital Advisors first reported a position in KJAN in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 53 funds tracked by Wall St. Rank hold KJAN as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 623 Innovator US Small Cap Power Buffer ETF January shares in Q3 2021, an estimated $19K.
  • Stonebridge Capital Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $19K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.