Foundations Investment Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Foundations Investment 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	$590K	Buy	12,928 +126	+1%	+$5.58K	0.01%	733
2026 Q1	$534K	Buy	12,802 +148	+1%	+$6.27K	0.01%	697
2025 Q4	$524K	Sell	12,654 -596	-4%	-$24.5K	0.01%	700
2025 Q3	$535K	Sell	13,250 -174	-1%	-$6.77K	0.01%	633
2025 Q2	$503K	Buy	13,424 +500	+4%	+$18K	0.01%	577
2025 Q1	$462K	Buy	12,924 +1,986	+18%	+$73.9K	0.01%	601
2024 Q4	$409K	Buy	10,938 +378	+4%	+$14.4K	0.01%	586
2024 Q3	$391K	Buy	+10,560	New	+$381K	0.01%	574

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

Foundations Investment Advisors's KJAN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.98% in Q2 2026, buying an estimated $5.58K and bringing the position to 12,928 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #733.

Foundations Investment Advisors first reported a position in KJAN in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Foundations Investment Advisors held 12,928 shares of Innovator US Small Cap Power Buffer ETF January worth $590K as of Q2 2026.
Foundations Investment Advisors bought 126 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $5.58K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #733 holding.
Foundations Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.