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

Allworth 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	$19K	Sell	416 -667	-62%	-$29.5K	﹤0.01%	3242
2026 Q1	$45.2K	Buy	1,083 +667	+160%	+$28.2K	﹤0.01%	2402
2025 Q4	$17.2K	Sell	416 -313	-43%	-$12.8K	﹤0.01%	2911
2025 Q3	$29.4K	Hold	729	–	–	﹤0.01%	2472
2025 Q2	$27.3K	Hold	729	–	–	﹤0.01%	2314
2025 Q1	$25.7K	Sell	729 -5,068	-87%	-$189K	﹤0.01%	1928
2024 Q4	$221K	Sell	5,797 -113,334	-95%	-$4.31M	﹤0.01%	917
2024 Q3	$4.42M	Buy	119,131 +2,042	+2%	+$73.7K	0.03%	226
2024 Q2	$4.24M	Buy	117,089 +112,142	+2,267%	+$3.9M	0.03%	228
2024 Q1	$175K	Buy	4,947 +3,747	+312%	+$128K	﹤0.01%	821
2023 Q4	$41.2K	Hold	1,200	–	–	﹤0.01%	1270
2023 Q3	$36.9K	Sell	1,200 -106,332	-99%	-$3.4M	﹤0.01%	1231
2023 Q2	$3.44M	Buy	+107,532	New	+$3.32M	0.03%	215

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Allworth Financial's KJAN Position: Q2 2026 in Review

Allworth Financial reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 62% in Q2 2026, selling an estimated $29.5K and leaving 416 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

Allworth Financial first reported a position in KJAN in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.42M in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Allworth Financial held 416 shares of Innovator US Small Cap Power Buffer ETF January worth $19K as of Q2 2026.
Allworth Financial sold 667 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $29.5K.
Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3242 holding.
Allworth Financial first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2023 and has held it in 13 quarters since.
Allworth Financial's Innovator US Small Cap Power Buffer ETF January position peaked at $4.42M in Q3 2024.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.