HBW Advisory Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

HBW Advisory Services’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	$490K	Sell	10,749 -10,716	-50%	-$475K	0.04%	308
2026 Q1	$896K	Buy	21,465 +3,162	+17%	+$134K	0.09%	204
2025 Q4	$758K	Buy	18,303 +43	+0.2%	+$1.76K	0.08%	220
2025 Q3	$737K	Sell	18,260 -12,706	-41%	-$495K	0.08%	208
2025 Q2	$1.16M	Sell	30,966 -1,183	-4%	-$42.5K	0.14%	156
2025 Q1	$1.15M	Buy	32,149 +4,663	+17%	+$174K	0.16%	126
2024 Q4	$1.03M	Sell	27,486 -45	-0.2%	-$1.71K	0.11%	134
2024 Q3	$1.02M	Sell	27,531 -47	-0.2%	-$1.7K	0.15%	135
2024 Q2	$963K	Buy	+27,578	New	+$958K	0.16%	141

Other funds holding KJAN

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FCCM

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

HBW Advisory Services's KJAN Position: Q2 2026 in Review

HBW Advisory Services reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 50% in Q2 2026, selling an estimated $475K and leaving 10,749 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #308.

HBW Advisory Services first reported a position in KJAN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q2 2025. 16 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

HBW Advisory Services held 10,749 shares of Innovator US Small Cap Power Buffer ETF January worth $490K as of Q2 2026.
HBW Advisory Services sold 10,716 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $475K.
Innovator US Small Cap Power Buffer ETF January made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #308 holding.
HBW Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2024 and has held it in 9 quarters since.
HBW Advisory Services's Innovator US Small Cap Power Buffer ETF January position peaked at $1.16M in Q2 2025.
16 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.