Envestnet Asset Management
KJAN icon

Envestnet Asset Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Envestnet Asset Management’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 		$668K Sell
14,636
-29,046
-66% -$1.29M ﹤0.01% 3886
2026
Q1 		$1.82M Buy
43,682
+26,017
+147% +$1.1M ﹤0.01% 3077
2025
Q4 		$732K Buy
17,665
+355
+2% +$14.6K ﹤0.01% 3454
2025
Q3 		$699K Sell
17,310
-640
-4% -$24.9K ﹤0.01% 3539
2025
Q2 		$673K Sell
17,950
-3,833
-18% -$138K ﹤0.01% 3499
2025
Q1 		$779K Sell
21,783
-9,566
-31% -$356K ﹤0.01% 3361
2024
Q4 		$1.17M Buy
31,349
+1,922
+7% +$73.1K ﹤0.01% 3064
2024
Q3 		$1.09M Sell
29,427
-3,180
-10% -$115K ﹤0.01% 3083
2024
Q2 		$1.14M Buy
32,607
+13,321
+69% +$463K ﹤0.01% 2949
2024
Q1 		$682K Buy
19,286
+123
+0.6% +$4.21K ﹤0.01% 3259
2023
Q4 		$657K Sell
19,163
-7,951
-29% -$247K ﹤0.01% 3178
2023
Q3 		$833K Buy
27,114
+946
+4% +$30.3K ﹤0.01% 2934
2023
Q2 		$837K Buy
26,168
+3,601
+16% +$111K ﹤0.01% 2869
2023
Q1 		$693K Buy
22,567
+4,318
+24% +$134K ﹤0.01% 2930
2022
Q4 		$546K Buy
+18,249
New +$546K ﹤0.01% 3050

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

Envestnet Asset Management's KJAN Position: Q2 2026 in Review

Envestnet Asset Management reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 66% in Q2 2026, selling an estimated $1.29M and leaving 14,636 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

Envestnet Asset Management first reported a position in KJAN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q1 2026. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Envestnet Asset Management held 14,636 shares of Innovator US Small Cap Power Buffer ETF January worth $668K as of Q2 2026.
  • Envestnet Asset Management sold 29,046 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $1.29M.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3886 holding.
  • Envestnet Asset Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's Innovator US Small Cap Power Buffer ETF January position peaked at $1.82M in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.