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DHJJ Financial Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

DHJJ Financial Advisors’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 		$1.66M Sell
36,440
-136
-0.4% -$6.02K 0.48% 36
2026
Q1 		$1.53M Buy
36,576
+1,152
+3% +$48.8K 0.51% 37
2025
Q4 		$1.47M Sell
35,424
-249
-0.7% -$10.2K 0.49% 39
2025
Q3 		$1.44M Sell
35,673
-142
-0.4% -$5.53K 0.49% 38
2025
Q2 		$1.34M Sell
35,815
-177
-0.5% -$6.36K 0.48% 40
2025
Q1 		$1.29M Buy
35,992
+1,323
+4% +$49.3K 0.52% 38
2024
Q4 		$1.29M Sell
34,669
-5,073
-13% -$193K 0.5% 41
2024
Q3 		$1.47M Sell
39,742
-394
-1% -$14.2K 0.58% 34
2024
Q2 		$1.4M Sell
40,136
-770
-2% -$26.7K 0.59% 35
2024
Q1 		$1.45M Buy
40,906
+1,222
+3% +$41.9K 0.64% 33
2023
Q4 		$1.36M Sell
39,684
-2,265
-5% -$70.4K 0.64% 34
2023
Q3 		$1.29M Sell
41,949
-2,951
-7% -$94.4K 0.65% 34
2023
Q2 		$1.44M Sell
44,900
-800
-2% -$24.7K 0.75% 31
2023
Q1 		$1.4M Buy
45,700
+1,196
+3% +$37.1K 0.76% 33
2022
Q4 		$1.34M Sell
44,504
-1,500
-3% -$44.9K 0.77% 33
2022
Q3 		$1.3M Sell
46,004
-784
-2% -$23.2K 0.76% 34
2022
Q2 		$1.32M Sell
46,788
-1,511
-3% -$44.5K 0.74% 34
2022
Q1 		$1.51M Buy
48,299
+2,789
+6% +$86.4K 0.73% 36
2021
Q4 		$1.48M Sell
45,510
-140
-0.3% -$4.43K 0.69% 37
2021
Q3 		$1.42M Buy
45,650
+75
+0.2% +$2.33K 0.74% 37
2021
Q2 		$1.42M Buy
45,575
+795
+2% +$24.5K 0.75% 34
2021
Q1 		$1.36M Buy
44,780
+17,580
+65% +$526K 0.79% 33
2020
Q4 		$789K Buy
+27,200
New +$753K 0.5% 42

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

DHJJ Financial Advisors's KJAN Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.37% in Q2 2026, selling an estimated $6.02K and leaving 36,440 shares worth $1.66M. The position accounts for 0.48% of the portfolio, ranked #36.

DHJJ Financial Advisors first reported a position in KJAN in Q4 2020 and has held it in 23 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • DHJJ Financial Advisors held 36,440 shares of Innovator US Small Cap Power Buffer ETF January worth $1.66M as of Q2 2026.
  • DHJJ Financial Advisors sold 136 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $6.02K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.48% of DHJJ Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.