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

BCGM 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
Q1 		$937K Hold
22,457
– – 0.24% 85
2025
Q4 		$930K Hold
22,457
– – 0.24% 82
2025
Q3 		$906K Sell
22,457
-288
-1% -$11.2K 0.24% 83
2025
Q2 		$852K Hold
22,745
– – 0.24% 82
2025
Q1 		$813K Buy
22,745
+13,284
+140% +$495K 0.25% 80
2024
Q4 		$353K Hold
9,461
– – 0.11% 117
2024
Q3 		$351K Hold
9,461
– – 0.11% 117
2024
Q2 		$330K Sell
9,461
-890
-9% -$30.9K 0.11% 116
2024
Q1 		$366K Buy
10,351
+740
+8% +$25.4K 0.13% 106
2023
Q4 		$330K Buy
9,611
+288
+3% +$8.96K 0.13% 101
2023
Q3 		$286K Sell
9,323
-2,486
-21% -$79.5K 0.13% 95
2023
Q2 		$378K Buy
+11,809
New +$364K 0.17% 82
2023
Q1 		– Sell
-11,809
Closed -$353K – 105
2022
Q4 		$353K Hold
11,809
– – 0.17% 78
2022
Q3 		$352K Hold
11,809
– – 0.18% 77
2022
Q2 		$355K Hold
11,809
– – 0.18% 75
2022
Q1 		$348K Hold
11,809
– – 0.19% 79
2021
Q4 		$383K Hold
11,809
– – 0.21% 76
2021
Q3 		$374K Hold
11,809
– – 0.21% 74
2021
Q2 		$365K Hold
11,809
– – 0.22% 73
2021
Q1 		$358K Hold
11,809
– – 0.24% 66
2020
Q4 		$356K Buy
+11,809
New +$327K 0.25% 65

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
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 $976M AUM 13.87% 1-Year Est. Return

BCGM Wealth Management's KJAN Position: Q1 2026 in Review

BCGM Wealth Management held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 22,457 shares worth $937K. The position accounts for 0.24% of the portfolio, ranked #85.

BCGM Wealth Management first reported a position in KJAN in Q4 2020 and has held it in 21 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • BCGM Wealth Management held 22,457 shares of Innovator US Small Cap Power Buffer ETF January worth $937K as of Q1 2026.
  • BCGM Wealth Management left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.24% of BCGM Wealth Management's portfolio in Q1 2026, its #85 holding.
  • BCGM Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and has held it in 21 quarters since.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.