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

Advisornet Financial’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 		$4.03M Sell
88,373
-1,302
-1% -$57.7K 0.18% 107
2026
Q1 		$3.74M Buy
89,675
+100
+0.1% +$4.24K 0.19% 104
2025
Q4 		$3.71M Sell
89,575
-10,544
-11% -$433K 0.2% 99
2025
Q3 		$4.04M Sell
100,119
-775
-0.8% -$30.2K 0.23% 96
2025
Q2 		$3.78M Sell
100,894
-441
-0.4% -$15.8K 0.24% 82
2025
Q1 		$3.62M Sell
101,335
-1,611
-2% -$60K 0.27% 79
2024
Q4 		$3.85M Sell
102,946
-1,042
-1% -$39.7K 0.32% 71
2024
Q3 		$3.85M Sell
103,988
-1,271
-1% -$45.9K 0.29% 82
2024
Q2 		$3.67M Sell
105,259
-802
-0.8% -$27.9K 0.33% 73
2024
Q1 		$3.75M Sell
106,061
-156
-0.1% -$5.34K 0.36% 62
2023
Q4 		$3.64M Sell
106,217
-9,950
-9% -$309K 0.34% 68
2023
Q3 		$3.57M Sell
116,167
-775
-0.7% -$24.8K 0.32% 75
2023
Q2 		$3.74M Sell
116,942
-738
-0.6% -$22.8K 0.32% 81
2023
Q1 		$3.62M Sell
117,680
-8,675
-7% -$269K 0.33% 80
2022
Q4 		$3.78M Sell
126,355
-9,640
-7% -$289K 0.37% 70
2022
Q3 		$3.83M Hold
135,995
– – 0.38% 61
2022
Q2 		$3.84M Hold
135,995
– – 0.38% 66
2022
Q1 		$4.25M Buy
135,995
+620
+0.5% +$19.2K 0.27% 85
2021
Q4 		$4.39M Buy
+135,375
New +$4.29M 0.27% 93

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

Advisornet Financial's KJAN Position: Q2 2026 in Review

Advisornet Financial reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.5% in Q2 2026, selling an estimated $57.7K and leaving 88,373 shares worth $4.03M. The position accounts for 0.18% of the portfolio, ranked #107.

Advisornet Financial first reported a position in KJAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.39M in Q4 2021. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Advisornet Financial held 88,373 shares of Innovator US Small Cap Power Buffer ETF January worth $4.03M as of Q2 2026.
  • Advisornet Financial sold 1,302 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $57.7K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.18% of Advisornet Financial's portfolio in Q2 2026, its #107 holding.
  • Advisornet Financial first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
  • Advisornet Financial's Innovator US Small Cap Power Buffer ETF January position peaked at $4.39M in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.