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Woodard & Company Asset Management Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-1,500
Closed -$47K – 105
2021
Q3 		$47K Hold
1,500
– – 0.03% 87
2021
Q2 		$47K Hold
1,500
– – 0.03% 86
2021
Q1 		$46K Buy
+1,500
New +$44.9K 0.03% 93

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AF
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VBFP
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CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Woodard & Company Asset Management Group's KJAN Position: Q4 2021 in Review

Woodard & Company Asset Management Group sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2021, closing a stake of 1,500 shares — an estimated $47K sold.

Woodard & Company Asset Management Group first reported a position in KJAN in Q1 2021 and held it in 3 quarters. The position peaked at $47K in Q3 2021. 60 funds tracked by Wall St. Rank hold KJAN as of Q4 2021.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2021 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,500 Innovator US Small Cap Power Buffer ETF January shares in Q4 2021, an estimated $47K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and held it in 3 quarters.
  • Woodard & Company Asset Management Group's Innovator US Small Cap Power Buffer ETF January position peaked at $47K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2021, filed 10 Feb 2022.