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Action Point Financial Planning’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$126K Buy
+2,753
New +$122K 0.01% 541

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Action Point Financial Planning's KJAN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026: 2,753 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings.

135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Action Point Financial Planning held 2,753 shares of Innovator US Small Cap Power Buffer ETF January worth $126K as of Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #541 holding.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.