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

BCS 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 Q2	$213K	Buy	+4,658	New	+$206K	0.04%	262
2026 Q1	–	Sell	-9,316	Closed	-$386K	–	313
2025 Q4	$386K	Buy	+9,316	New	+$382K	0.04%	253
2025 Q1	–	Sell	-5,703	Closed	-$213K	–	252
2024 Q4	$213K	Sell	5,703 -1,304	-19%	-$49.6K	0.05%	244
2024 Q3	$260K	Hold	7,007	–	–	0.11%	140
2024 Q2	$245K	Sell	7,007 -310	-4%	-$10.8K	0.12%	136
2024 Q1	$259K	Buy	+7,317	New	+$251K	0.08%	201

Other funds holding KJAN

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FCCM

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BCS Wealth Management's KJAN Position: Q2 2026 in Review

BCS Wealth Management opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026: 4,658 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #262 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in KJAN as recently as Q4 2025.

BCS Wealth Management first reported a position in KJAN in Q1 2024 and has held it in 6 quarters since. The position peaked at $386K in Q4 2025. 16 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

BCS Wealth Management held 4,658 shares of Innovator US Small Cap Power Buffer ETF January worth $213K as of Q2 2026.
Innovator US Small Cap Power Buffer ETF January was a new BCS Wealth Management position in Q2 2026.
Innovator US Small Cap Power Buffer ETF January made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #262 holding.
BCS Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 6 quarters since.
BCS Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $386K in Q4 2025.
16 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.