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

Helium 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
2025
Q3 		– Sell
-6,314
Closed -$237K – 96
2025
Q2 		$237K Hold
6,314
– – 0.15% 92
2025
Q1 		$226K Hold
6,314
– – 0.16% 90
2024
Q4 		$236K Buy
+6,314
New +$240K 0.19% 85

Other funds holding KJAN

PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Helium Advisors's KJAN Position: Q3 2025 in Review

Helium Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2025, closing a stake of 6,314 shares — an estimated $237K sold.

Helium Advisors first reported a position in KJAN in Q4 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2025. 116 funds tracked by Wall St. Rank hold KJAN as of Q3 2025.

  • Helium Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Helium Advisors sold 6,314 Innovator US Small Cap Power Buffer ETF January shares in Q3 2025, an estimated $237K.
  • Helium Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and held it in 3 quarters.
  • Helium Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $237K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2025.

Based on Helium Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.