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

Stuart Chaussee & 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
Q1 		– Sell
-38,451
Closed -$1.32M – 159
2023
Q4 		$1.32M Buy
+38,451
New +$1.2M 0.39% 12

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 $374M AUM 14.59% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Stuart Chaussee & Associates's KJAN Position: Q1 2024 in Review

Stuart Chaussee & Associates sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2024, closing a stake of 38,451 shares — an estimated $1.32M sold.

Stuart Chaussee & Associates first reported a position in KJAN in Q4 2023 and held it in 1 quarter. The position peaked at $1.32M in Q4 2023. 123 funds tracked by Wall St. Rank hold KJAN as of Q1 2024.

  • Stuart Chaussee & Associates reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 38,451 Innovator US Small Cap Power Buffer ETF January shares in Q1 2024, an estimated $1.32M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Innovator US Small Cap Power Buffer ETF January position peaked at $1.32M in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2024.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2024, filed 9 May 2024.