BIP Wealth
KJAN icon

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

BIP Wealth’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 		$570K Sell
12,493
-674
-5% -$29.8K 0.02% 351
2026
Q1 		$549K Sell
13,167
-1,250
-9% -$52.9K 0.02% 281
2025
Q4 		$597K Buy
+14,417
New +$592K 0.02% 273

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
MBL Wealth
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
Berkshire Money Management
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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BIP Wealth's KJAN Position: Q2 2026 in Review

BIP Wealth reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 5.1% in Q2 2026, selling an estimated $29.8K and leaving 12,493 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #351.

BIP Wealth first reported a position in KJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $597K in Q4 2025. 137 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • BIP Wealth held 12,493 shares of Innovator US Small Cap Power Buffer ETF January worth $570K as of Q2 2026.
  • BIP Wealth sold 674 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $29.8K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #351 holding.
  • BIP Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's Innovator US Small Cap Power Buffer ETF January position peaked at $597K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.