Berger Financial Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Berger Financial Group’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	$239K	Sell	5,721 -766	-12%	-$32.4K	0.01%	414
2025 Q4	$269K	Hold	6,487	–	–	0.02%	396
2025 Q3	$262K	Hold	6,487	–	–	0.02%	381
2025 Q2	$243K	Buy	6,487 +54	+0.8%	+$1.94K	0.02%	373
2025 Q1	$230K	Sell	6,433 -234	-4%	-$8.71K	0.02%	383
2024 Q4	$249K	Sell	6,667 -365	-5%	-$13.9K	0.02%	357
2024 Q3	$261K	Sell	7,032 -144	-2%	-$5.2K	0.02%	337
2024 Q2	$251K	Buy	7,176 +170	+2%	+$5.91K	0.02%	318
2024 Q1	$248K	Buy	7,006 +990	+16%	+$33.9K	0.02%	320
2023 Q4	$206K	Sell	6,016 -1,807	-23%	-$56.2K	0.02%	292
2023 Q3	$240K	Hold	7,823	–	–	0.03%	246
2023 Q2	$250K	Buy	+7,823	New	+$241K	0.03%	246

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 $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 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 $976M AUM 13.87% 1-Year Est. Return

Berger Financial Group's KJAN Position: Q1 2026 in Review

Berger Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 12% in Q1 2026, selling an estimated $32.4K and leaving 5,721 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #414.

Berger Financial Group first reported a position in KJAN in Q2 2023 and has held it in 12 quarters since. The position peaked at $269K in Q4 2025. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Berger Financial Group held 5,721 shares of Innovator US Small Cap Power Buffer ETF January worth $239K as of Q1 2026.
Berger Financial Group sold 766 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $32.4K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #414 holding.
Berger Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2023 and has held it in 12 quarters since.
Berger Financial Group's Innovator US Small Cap Power Buffer ETF January position peaked at $269K in Q4 2025.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.