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Todd Wealth Management, LLC’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Todd Wealth Management, LLC’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 		$200K Buy
+4,389
New +$194K 0.15% 106

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

Todd Wealth Management, LLC's KJAN Position: Q2 2026 in Review

Todd Wealth Management, LLC opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026: 4,389 shares worth $200K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings.

137 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Todd Wealth Management, LLC held 4,389 shares of Innovator US Small Cap Power Buffer ETF January worth $200K as of Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January was a new Todd Wealth Management, LLC position in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.15% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #106 holding.
  • 137 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.