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 Q2	$228K	Sell	4,993 -728	-13%	-$32.2K	0.01%	433
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 $421M AUM 17.7% 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 $242M AUM 17.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Berger Financial Group's KJAN Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 13% in Q2 2026, selling an estimated $32.2K and leaving 4,993 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #433.

Berger Financial Group first reported a position in KJAN in Q2 2023 and has held it in 13 quarters since. The position peaked at $269K in Q4 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Berger Financial Group held 4,993 shares of Innovator US Small Cap Power Buffer ETF January worth $228K as of Q2 2026.
Berger Financial Group sold 728 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $32.2K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #433 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 13 quarters since.
Berger Financial Group's Innovator US Small Cap Power Buffer ETF January position peaked at $269K in Q4 2025.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.