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Cassady Wealth & Retirement Planning’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Cassady Wealth & Retirement Planning’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 		$320K Hold
7,005
– – 0.15% 84
2026
Q1 		$309K Hold
7,005
– – 0.16% 86
2025
Q4 		$290K Buy
+7,005
New +$288K 0.19% 80

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

Cassady Wealth & Retirement Planning's KJAN Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 7,005 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #84.

Cassady Wealth & Retirement Planning first reported a position in KJAN in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 7,005 shares of Innovator US Small Cap Power Buffer ETF January worth $320K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.15% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #84 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.