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

Forvis Mazars 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 Q1	$411K	Sell	9,859 -977	-9%	-$41.4K	0.01%	310
2025 Q4	$449K	Hold	10,836	–	–	0.01%	303
2025 Q3	$437K	Sell	10,836 -2,115	-16%	-$82.3K	0.01%	305
2025 Q2	$485K	Sell	12,951 -4,226	-25%	-$152K	0.01%	289
2025 Q1	$614K	Sell	17,177 -9,516	-36%	-$354K	0.01%	255
2024 Q4	$997K	Sell	26,693 -7,641	-22%	-$291K	0.02%	220
2024 Q3	$1.27M	Sell	34,334 -4,204	-11%	-$152K	0.03%	203
2024 Q2	$1.35M	Sell	38,538 -7,549	-16%	-$262K	0.03%	188
2024 Q1	$1.63M	Sell	46,087 -6,481	-12%	-$222K	0.04%	178
2023 Q4	$1.8M	Sell	52,568 -5,583	-10%	-$174K	0.05%	162
2023 Q3	$1.79M	Sell	58,151 -3,213	-5%	-$103K	0.05%	159
2023 Q2	$1.96M	Sell	61,364 -907	-1%	-$28K	0.06%	166
2023 Q1	$1.91M	Sell	62,271 -1,587	-2%	-$49.3K	0.06%	153
2022 Q4	$1.91M	Buy	63,858 +18,839	+42%	+$564K	0.07%	147
2022 Q3	$1.27M	Sell	45,019 -351	-0.8%	-$10.4K	0.05%	179
2022 Q2	$1.28M	Buy	+45,370	New	+$1.34M	0.05%	168

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KJAN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 9% in Q1 2026, selling an estimated $41.4K and leaving 9,859 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #310.

Forvis Mazars Wealth Advisors first reported a position in KJAN in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q2 2023. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Forvis Mazars Wealth Advisors held 9,859 shares of Innovator US Small Cap Power Buffer ETF January worth $411K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 977 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $41.4K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #310 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2022 and has held it in 16 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $1.96M in Q2 2023.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.