FMWA
KJAN icon

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
Q2 		$421K Sell
9,224
-635
-6% -$28.1K 0.01% 333
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 $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

Forvis Mazars Wealth Advisors's KJAN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 6.4% in Q2 2026, selling an estimated $28.1K and leaving 9,224 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #333.

Forvis Mazars Wealth Advisors first reported a position in KJAN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.96M in Q2 2023. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 9,224 shares of Innovator US Small Cap Power Buffer ETF January worth $421K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 635 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $28.1K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #333 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 17 quarters since.
  • Forvis Mazars Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $1.96M in Q2 2023.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.