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BFI Wealth Solutions’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

BFI Wealth Solutions’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 		$5.19M Buy
113,715
+498
+0.4% +$22.1K 3.84% 4
2026
Q1 		$4.76M Buy
113,217
+2,172
+2% +$92K 4.56% 2
2025
Q4 		$4.6M Buy
+111,045
New +$4.56M 4.38% 4

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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 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

BFI Wealth Solutions's KJAN Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.44% in Q2 2026, buying an estimated $22.1K and bringing the position to 113,715 shares worth $5.19M. The position accounts for 3.84% of the portfolio, ranked #4.

BFI Wealth Solutions first reported a position in KJAN in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • BFI Wealth Solutions held 113,715 shares of Innovator US Small Cap Power Buffer ETF January worth $5.19M as of Q2 2026.
  • BFI Wealth Solutions bought 498 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $22.1K.
  • Innovator US Small Cap Power Buffer ETF January made up 3.84% of BFI Wealth Solutions's portfolio in Q2 2026, its #4 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.