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Advisor OS’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Advisor OS’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 		$951K Hold
20,836
– – 0.06% 203
2026
Q1 		$869K Buy
+20,836
New +$882K 0.06% 201

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

Advisor OS's KJAN Position: Q2 2026 in Review

Advisor OS held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 20,836 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #203.

Advisor OS first reported a position in KJAN in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Advisor OS held 20,836 shares of Innovator US Small Cap Power Buffer ETF January worth $951K as of Q2 2026.
  • Advisor OS left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.06% of Advisor OS's portfolio in Q2 2026, its #203 holding.
  • Advisor OS first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.