First Heartland Consultants’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

First Heartland Consultants’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	$619K	Sell	13,561 -18	-0.1%	-$797	0.04%	288
2026 Q1	$567K	Buy	13,579 +1,866	+16%	+$79K	0.04%	271
2025 Q4	$485K	Buy	11,713 +1,217	+12%	+$50K	0.04%	302
2025 Q3	$424K	Sell	10,496 -615	-6%	-$23.9K	0.03%	320
2025 Q2	$416K	Sell	11,111 -73	-0.7%	-$2.62K	0.04%	310
2025 Q1	$400K	Buy	11,184 +1,113	+11%	+$41.4K	0.04%	283
2024 Q4	$376K	Sell	10,071 -731	-7%	-$27.8K	0.04%	294
2024 Q3	$400K	Buy	10,802 +292	+3%	+$10.5K	0.04%	280
2024 Q2	$367K	Hold	10,510	–	–	0.03%	310
2024 Q1	$372K	Buy	+10,510	New	+$360K	0.04%	294

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

First Heartland Consultants's KJAN Position: Q2 2026 in Review

First Heartland Consultants reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.13% in Q2 2026, selling an estimated $797 and leaving 13,561 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #288.

First Heartland Consultants first reported a position in KJAN in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

First Heartland Consultants held 13,561 shares of Innovator US Small Cap Power Buffer ETF January worth $619K as of Q2 2026.
First Heartland Consultants sold 18 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $797.
Innovator US Small Cap Power Buffer ETF January made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #288 holding.
First Heartland Consultants first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.