AssetMark Inc’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

AssetMark Inc’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	$3.83K	Hold	84	–	–	﹤0.01%	2777
2026 Q1	$3.5K	Hold	84	–	–	﹤0.01%	2691
2025 Q4	$3.48K	Hold	84	–	–	﹤0.01%	2594
2025 Q3	$3.39K	Hold	84	–	–	﹤0.01%	2462
2025 Q2	$3.15K	Buy	+84	New	+$3.02K	﹤0.01%	2286

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

AssetMark Inc's KJAN Position: Q2 2026 in Review

AssetMark Inc held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 84 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

AssetMark Inc first reported a position in KJAN in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

AssetMark Inc held 84 shares of Innovator US Small Cap Power Buffer ETF January worth $3.83K as of Q2 2026.
AssetMark Inc 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 ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2777 holding.
AssetMark Inc first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.