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Berkshire Money Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Berkshire Money 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 		$6.23M Hold
149,379
– – 0.64% 26
2025
Q4 		$6.19M Sell
149,379
-4,343
-3% -$178K 0.59% 22
2025
Q3 		$6.2M Sell
153,722
-3,278
-2% -$128K 0.64% 20
2025
Q2 		$5.88M Sell
157,000
-96,641
-38% -$3.47M 0.62% 20
2025
Q1 		$9.07M Sell
253,641
-116,559
-31% -$4.34M 1.02% 18
2024
Q4 		$13.8M Sell
370,200
-1,479,582
-80% -$56.3M 1.5% 15
2024
Q3 		$68.6M Buy
1,849,782
+101,700
+6% +$3.67M 7.85% 3
2024
Q2 		$61M Buy
1,748,082
+63,509
+4% +$2.21M 7.41% 4
2024
Q1 		$59.6M Buy
1,684,573
+1,206,154
+252% +$41.3M 7.19% 4
2023
Q4 		$16.4M Sell
478,419
-157,072
-25% -$4.88M 2.18% 13
2023
Q3 		$19.5M Buy
635,491
+1,129
+0.2% +$36.1K 2.96% 9
2023
Q2 		$20.3M Buy
634,362
+9,744
+2% +$301K 2.93% 12
2023
Q1 		$19.2M Buy
624,618
+570,240
+1,049% +$17.7M 2.91% 11
2022
Q4 		$1.63M Sell
54,378
-10,562
-16% -$316K 0.26% 31
2022
Q3 		$1.83M Hold
64,940
– – 0.31% 31
2022
Q2 		$1.83M Hold
64,940
– – 0.3% 31
2022
Q1 		$2.03M Hold
64,940
– – 0.29% 20
2021
Q4 		$2.1M Sell
64,940
-3,709
-5% -$117K 0.31% 19
2021
Q3 		$2.14M Hold
68,649
– – 0.34% 19
2021
Q2 		$2.14M Sell
68,649
-2,626
-4% -$80.9K 0.34% 21
2021
Q1 		$2.17M Sell
71,275
-4,597
-6% -$138K 0.38% 22
2020
Q4 		$2.2M Sell
75,872
-1,867,957
-96% -$51.7M 0.41% 21
2020
Q3 		$50.4M Buy
1,943,829
+1,905,126
+4,922% +$49.1M 10.47% 4
2020
Q2 		$966K Sell
38,703
-848,163
-96% -$20.1M 0.21% 27
2020
Q1 		$19.2M Buy
+886,866
New +$22.3M 4.71% 10

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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Berkshire Money Management's KJAN Position: Q1 2026 in Review

Berkshire Money Management held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 149,379 shares worth $6.23M. The position accounts for 0.64% of the portfolio, ranked #26.

Berkshire Money Management first reported a position in KJAN in Q1 2020 and has held it in 25 quarters since. The position peaked at $68.6M in Q3 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Berkshire Money Management held 149,379 shares of Innovator US Small Cap Power Buffer ETF January worth $6.23M as of Q1 2026.
  • Berkshire Money 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 0.64% of Berkshire Money Management's portfolio in Q1 2026, its #26 holding.
  • Berkshire Money Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 25 quarters since.
  • Berkshire Money Management's Innovator US Small Cap Power Buffer ETF January position peaked at $68.6M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.