AssuredPartners Investment Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

AssuredPartners Investment Advisors’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	$1.12M	Sell	26,545 -476	-2%	-$20.2K	0.12%	180
2025 Q4	$1.12M	Buy	+27,021	New	+$1.11M	0.17%	138
2025 Q3	–	Sell	-13,291	Closed	-$498K	–	278
2025 Q2	$498K	Sell	13,291 -56,872	-81%	-$2.04M	0.12%	132
2025 Q1	$2.51M	Sell	70,163 -1,699	-2%	-$63.3K	0.48%	60
2024 Q4	$2.68M	Buy	+71,862	New	+$2.73M	0.52%	52

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 $247M AUM 29.02% 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 $1.09B AUM 20.64% 1-Year Est. Return

AssuredPartners Investment Advisors's KJAN Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.8% in Q1 2026, selling an estimated $20.2K and leaving 26,545 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #180.

AssuredPartners Investment Advisors first reported a position in KJAN in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.68M in Q4 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

AssuredPartners Investment Advisors held 26,545 shares of Innovator US Small Cap Power Buffer ETF January worth $1.12M as of Q1 2026.
AssuredPartners Investment Advisors sold 476 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $20.2K.
Innovator US Small Cap Power Buffer ETF January made up 0.12% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #180 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $2.68M in Q4 2024.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.