EP Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

EP Wealth 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	$299K	Sell	6,559 -6	-0.1%	-$266	﹤0.01%	1297
2026 Q1	$274K	Sell	6,565 -537	-8%	-$22.7K	﹤0.01%	1221
2025 Q4	$294K	Buy	+7,102	New	+$292K	﹤0.01%	1148
2025 Q2	$276K	Sell	7,358 -560	-7%	-$20.1K	﹤0.01%	1071
2025 Q1	$283K	Sell	7,918 -123	-2%	-$4.58K	﹤0.01%	940
2024 Q4	$300K	Sell	8,041 -543	-6%	-$20.7K	﹤0.01%	872
2024 Q3	$318K	Buy	+8,584	New	+$310K	﹤0.01%	832

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EP Wealth Advisors's KJAN Position: Q2 2026 in Review

EP Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.09% in Q2 2026, selling an estimated $266 and leaving 6,559 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

EP Wealth Advisors first reported a position in KJAN in Q3 2024 and has held it in 7 quarters since. The position peaked at $318K in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

EP Wealth Advisors held 6,559 shares of Innovator US Small Cap Power Buffer ETF January worth $299K as of Q2 2026.
EP Wealth Advisors sold 6 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $266.
Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1297 holding.
EP Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $318K in Q3 2024.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.