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

EverSource 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 		$47.4K Sell
1,039
-147
-12% -$6.51K ﹤0.01% 1805
2026
Q1 		$49.5K Sell
1,186
-34
-3% -$1.44K ﹤0.01% 1897
2025
Q4 		$50.5K Sell
1,220
-182
-13% -$7.47K ﹤0.01% 1742
2025
Q3 		$56.6K Hold
1,402
– – ﹤0.01% 1613
2025
Q2 		$52.5K Hold
1,402
– – ﹤0.01% 1584
2025
Q1 		$50.1K Hold
1,402
– – ﹤0.01% 1241
2024
Q4 		$52.4K Hold
1,402
– – ﹤0.01% 1171
2024
Q3 		$52K Sell
1,402
-443
-24% -$16K ﹤0.01% 1053
2024
Q2 		$67.9K Sell
1,845
-639
-26% -$22.2K ﹤0.01% 953
2024
Q1 		$84.8K Buy
+2,484
New +$85.1K 0.01% 771

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

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

EverSource Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 12% in Q2 2026, selling an estimated $6.51K and leaving 1,039 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

EverSource Wealth Advisors first reported a position in KJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $84.8K in Q1 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • EverSource Wealth Advisors held 1,039 shares of Innovator US Small Cap Power Buffer ETF January worth $47.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 147 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $6.51K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1805 holding.
  • EverSource Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $84.8K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

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