BFC Planning, Inc.’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

BFC Planning, Inc.’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	$7.35K	Hold	161	–	–	﹤0.01%	2519
2026 Q1	$6.72K	Buy	161 +72	+81%	+$3.05K	﹤0.01%	2192
2025 Q4	$3.69K	Hold	89	–	–	﹤0.01%	2454
2025 Q3	$3.59K	Hold	89	–	–	﹤0.01%	2306
2025 Q2	$3.34K	Hold	89	–	–	﹤0.01%	2182
2025 Q1	$3.18K	Hold	89	–	–	﹤0.01%	2175
2024 Q4	$3.32K	Buy	+89	New	+$3.39K	﹤0.01%	2135

Other funds holding KJAN

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BFC Planning, Inc.'s KJAN Position: Q2 2026 in Review

BFC Planning, Inc. held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 161 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

BFC Planning, Inc. first reported a position in KJAN in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

BFC Planning, Inc. held 161 shares of Innovator US Small Cap Power Buffer ETF January worth $7.35K as of Q2 2026.
BFC Planning, Inc. left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2519 holding.
BFC Planning, Inc. first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.