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 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 $374M AUM 14.59% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Advisornet Financial's KJAN Position: Q1 2026 in Review

Advisornet Financial increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.11% in Q1 2026, buying an estimated $4.24K and bringing the position to 89,675 shares worth $3.74M. The position accounts for 0.19% of the portfolio, ranked #104.

Advisornet Financial first reported a position in KJAN in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.39M in Q4 2021. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Advisornet Financial held 89,675 shares of Innovator US Small Cap Power Buffer ETF January worth $3.74M as of Q1 2026.
Advisornet Financial bought 100 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $4.24K.
Innovator US Small Cap Power Buffer ETF January made up 0.19% of Advisornet Financial's portfolio in Q1 2026, its #104 holding.
Advisornet Financial first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and has held it in 18 quarters since.
Advisornet Financial's Innovator US Small Cap Power Buffer ETF January position peaked at $4.39M in Q4 2021.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.