Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Sugarloaf Wealth Management’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 Q4	$477K	Sell	12,761 -250	-2%	-$9.52K	0.09%	96
2024 Q3	$482K	Hold	13,011	–	–	0.09%	96
2024 Q2	$454K	Hold	13,011	–	–	0.09%	95
2024 Q1	$460K	Buy	13,011 +7,436	+133%	+$255K	0.1%	93
2023 Q4	$191K	Buy	5,575 +3,175	+132%	+$98.7K	0.05%	144
2023 Q3	$73.7K	Hold	2,400	–	–	0.02%	242
2023 Q2	$76.8K	Hold	2,400	–	–	0.02%	239
2023 Q1	$73.8K	Hold	2,400	–	–	0.02%	235
2022 Q4	$71.8K	Buy	+2,400	New	+$71.8K	0.02%	236

Other funds holding KJAN

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

CAG

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sugarloaf Wealth Management's KJAN Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.9% in Q4 2024, selling an estimated $9.52K and leaving 12,761 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #96.

Sugarloaf Wealth Management first reported a position in KJAN in Q4 2022 and has held it in 9 quarters since. The position peaked at $482K in Q3 2024. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2024.

Sugarloaf Wealth Management held 12,761 shares of Innovator US Small Cap Power Buffer ETF January worth $477K as of Q4 2024.
Sugarloaf Wealth Management sold 250 Innovator US Small Cap Power Buffer ETF January shares in Q4 2024, an estimated $9.52K.
Innovator US Small Cap Power Buffer ETF January made up 0.09% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #96 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2022 and has held it in 9 quarters since.
Sugarloaf Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $482K in Q3 2024.
121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.