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Valeo Financial Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-2,000
Closed -$50K – 1879
2020
Q2 		$50K Buy
+2,000
New +$47.3K ﹤0.01% 731

Other funds holding KJAN

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 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
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Valeo Financial Advisors's KJAN Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2020, closing a stake of 2,000 shares — an estimated $50K sold.

Valeo Financial Advisors first reported a position in KJAN in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 23 funds tracked by Wall St. Rank hold KJAN as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 Innovator US Small Cap Power Buffer ETF January shares in Q3 2020, an estimated $50K.
  • Valeo Financial Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $50K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.