GTWM
KJAN icon

Global Trust Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Global Trust Wealth Management’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 		$470K Sell
10,300
-3,540
-26% -$157K 0.32% 53
2026
Q1 		$577K Hold
13,840
– – 0.44% 51
2025
Q4 		$573K Buy
+13,840
New +$568K 0.42% 49

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

Global Trust Wealth Management's KJAN Position: Q2 2026 in Review

Global Trust Wealth Management reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 26% in Q2 2026, selling an estimated $157K and leaving 10,300 shares worth $470K. The position accounts for 0.32% of the portfolio, ranked #53.

Global Trust Wealth Management first reported a position in KJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $577K in Q1 2026. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Global Trust Wealth Management held 10,300 shares of Innovator US Small Cap Power Buffer ETF January worth $470K as of Q2 2026.
  • Global Trust Wealth Management sold 3,540 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $157K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.32% of Global Trust Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Global Trust Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • Global Trust Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $577K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.