KJAN — INNOVATOR ETFS TR U S SMALL CAP PWR BUFFER ETF JANUARY

Ownership history in VIMA LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which VIMA LLC reported a position in INNOVATOR ETFS TR U S SMALL CAP PWR BUFFER ETF JANUARY (KJAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2024 Q1)
Avg. % of fund
1.11%
First filed
2023 Q4
Last filed
2024 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 8,974 -10,453 -53.8% 0.68% $313K $34.91
2024 Q1 ADDED 19,427 +19,318 +17722.9% 1.34% $597K $35.37
2023 Q4 INITIATED 109 — — 1.32% $597K —
% of Fund (quarterly)    KJAN price (monthly, adj. close)

Other funds also holding KJAN

As of 2025 Q4 — sorted by position size

PFS Partners, LLC 9.61% Long Island Wealth Management, Inc. 8.53% BFI Wealth Solutions, LLC 4.38% Compass Advisory Group LLC 3Y 3.16% FSA Advisors, Inc. 0.83% Bullseye Investment Management, LLC 3Y 0.59% Berkshire Money Management, Inc. 3Y 7Y 0.59% JDM Financial Group LLC 3Y 0.49% DHJJ Financial Advisors, Ltd. 3Y 0.49% Clear Point Advisors Inc. 0.39%
← Back to VIMA LLC Holdings