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TFO Wealth Partners’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2,188
Closed -$77.4K – 427
2024
Q1 		$77.4K Hold
2,188
– – 0.02% 46
2023
Q4 		$75.1K Hold
2,188
– – 0.02% 51
2023
Q3 		$70K Hold
2,188
– – 0.01% 74
2023
Q2 		$70K Hold
2,188
– – 0.01% 66
2023
Q1 		$67.2K Sell
2,188
-742
-25% -$23K 0.01% 65
2022
Q4 		$74.1K Buy
2,930
+742
+34% +$22.2K 0.02% 48
2022
Q3 		$62K Hold
2,188
– – 0.02% 52
2022
Q2 		$62K Hold
2,188
– – 0.01% 63
2022
Q1 		$68K Hold
2,188
– – 0.01% 67
2021
Q4 		$68K Hold
2,188
– – 0.01% 54
2021
Q3 		$68K Hold
2,188
– – 0.01% 51
2021
Q2 		$68K Hold
2,188
– – 0.01% 38
2021
Q1 		$67K Buy
+2,188
New +$65.5K 0.02% 63

Other funds holding KJAN

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
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TFO Wealth Partners's KJAN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2024, closing a stake of 2,188 shares — an estimated $77.4K sold.

TFO Wealth Partners first reported a position in KJAN in Q1 2021 and held it in 13 quarters. The position peaked at $77.4K in Q1 2024. 123 funds tracked by Wall St. Rank hold KJAN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2,188 Innovator US Small Cap Power Buffer ETF January shares in Q2 2024, an estimated $77.4K.
  • TFO Wealth Partners first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and held it in 13 quarters.
  • TFO Wealth Partners's Innovator US Small Cap Power Buffer ETF January position peaked at $77.4K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.