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AE Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

AE Wealth Management’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 		$279K Sell
6,108
-361
-6% -$16K ﹤0.01% 1529
2026
Q1 		$270K Buy
6,469
+273
+4% +$11.6K ﹤0.01% 1443
2025
Q4 		$257K Hold
6,196
– – ﹤0.01% 1388
2025
Q3 		$250K Buy
6,196
+480
+8% +$18.7K ﹤0.01% 1276
2025
Q2 		$214K Sell
5,716
-160
-3% -$5.75K ﹤0.01% 1276
2025
Q1 		$210K Buy
5,876
+1,792
+44% +$66.7K ﹤0.01% 1260
2024
Q4 		$153K Sell
4,084
-4,348
-52% -$165K ﹤0.01% 1333
2024
Q3 		$313K Sell
8,432
-425
-5% -$15.3K ﹤0.01% 1014
2024
Q2 		$309K Sell
8,857
-300
-3% -$10.4K ﹤0.01% 1023
2024
Q1 		$324K Sell
9,157
-26,143
-74% -$896K ﹤0.01% 939
2023
Q4 		$1.2M Buy
35,300
+26,670
+309% +$829K 0.01% 1086
2023
Q3 		$265K Sell
8,630
-775
-8% -$24.8K ﹤0.01% 1665
2023
Q2 		$301K Hold
9,405
– – ﹤0.01% 1617
2023
Q1 		$289K Sell
9,405
-1,100
-10% -$34.2K ﹤0.01% 1570
2022
Q4 		$314K Sell
10,505
-1,020
-9% -$30.5K ﹤0.01% 1482
2022
Q3 		$325K Hold
11,525
– – ﹤0.01% 1441
2022
Q2 		$326K Sell
11,525
-700
-6% -$20.6K ﹤0.01% 1406
2022
Q1 		$382K Buy
12,225
+1,100
+10% +$34.1K ﹤0.01% 1326
2021
Q4 		$360K Sell
11,125
-1,650
-13% -$52.2K ﹤0.01% 1378
2021
Q3 		$398K Buy
12,775
+240
+2% +$7.45K ﹤0.01% 1265
2021
Q2 		$391K Buy
12,535
+755
+6% +$23.3K ﹤0.01% 1229
2021
Q1 		$359K Buy
11,780
+3,280
+39% +$98.2K ﹤0.01% 1192
2020
Q4 		$247K Sell
8,500
-500
-6% -$13.8K ﹤0.01% 1208
2020
Q3 		$233K Buy
+9,000
New +$232K ﹤0.01% 1130

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

AE Wealth Management's KJAN Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 5.6% in Q2 2026, selling an estimated $16K and leaving 6,108 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

AE Wealth Management first reported a position in KJAN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q4 2023. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • AE Wealth Management held 6,108 shares of Innovator US Small Cap Power Buffer ETF January worth $279K as of Q2 2026.
  • AE Wealth Management sold 361 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $16K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1529 holding.
  • AE Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2020 and has held it in 24 quarters since.
  • AE Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $1.2M in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.