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Atria Wealth Solutions’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$377K Buy
+10,014
New +$360K 0.01% 1058
2024
Q3 		– Sell
-10,087
Closed -$352K – 1990
2024
Q2 		$352K Buy
10,087
+192
+2% +$6.67K ﹤0.01% 1416
2024
Q1 		$350K Buy
+9,895
New +$339K ﹤0.01% 1461

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's KJAN Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2025: 10,014 shares worth $377K. The stake represents 0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in KJAN as recently as Q2 2024.

Atria Wealth Solutions first reported a position in KJAN in Q1 2024 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold KJAN as of Q2 2025.

  • Atria Wealth Solutions held 10,014 shares of Innovator US Small Cap Power Buffer ETF January worth $377K as of Q2 2025.
  • Innovator US Small Cap Power Buffer ETF January was a new Atria Wealth Solutions position in Q2 2025.
  • Innovator US Small Cap Power Buffer ETF January made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1058 holding.
  • Atria Wealth Solutions first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.