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 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 $374M AUM 14.59% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

DHJJ Financial Advisors's KJAN Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 3.3% in Q1 2026, buying an estimated $48.8K and bringing the position to 36,576 shares worth $1.53M. The position accounts for 0.51% of the portfolio, ranked #37.

DHJJ Financial Advisors first reported a position in KJAN in Q4 2020 and has held it in 22 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

DHJJ Financial Advisors held 36,576 shares of Innovator US Small Cap Power Buffer ETF January worth $1.53M as of Q1 2026.
DHJJ Financial Advisors bought 1,152 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $48.8K.
Innovator US Small Cap Power Buffer ETF January made up 0.51% of DHJJ Financial Advisors's portfolio in Q1 2026, its #37 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 22 quarters since.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.