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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
Q2 		$6.79M Sell
148,779
-600
-0.4% -$26.6K 0.62% 25
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 $421M AUM 17.7% 1-Year Est. Return
PP
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berkshire Money Management's KJAN Position: Q2 2026 in Review

Berkshire Money Management reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.4% in Q2 2026, selling an estimated $26.6K and leaving 148,779 shares worth $6.79M. The position accounts for 0.62% of the portfolio, ranked #25.

Berkshire Money Management first reported a position in KJAN in Q1 2020 and has held it in 26 quarters since. The position peaked at $68.6M in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Berkshire Money Management held 148,779 shares of Innovator US Small Cap Power Buffer ETF January worth $6.79M as of Q2 2026.
  • Berkshire Money Management sold 600 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $26.6K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.62% of Berkshire Money Management's portfolio in Q2 2026, its #25 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 26 quarters since.
  • Berkshire Money Management's Innovator US Small Cap Power Buffer ETF January position peaked at $68.6M in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.