Hofer & Associates’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Hofer & Associates’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 Q3	$1.64M	Buy	+36,048	New	+$1.66M	1.15%	30

Other funds holding KJAN

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

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

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

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Hofer & Associates's KJAN Position: Q3 2026 in Review

Hofer & Associates opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2026: 36,048 shares worth $1.64M. The stake represents 1.15% of the portfolio and ranks #30 among its holdings.

40 funds tracked by Wall St. Rank hold KJAN as of Q3 2026.

Hofer & Associates held 36,048 shares of Innovator US Small Cap Power Buffer ETF January worth $1.64M as of Q3 2026.
Innovator US Small Cap Power Buffer ETF January was a new Hofer & Associates position in Q3 2026.
Innovator US Small Cap Power Buffer ETF January made up 1.15% of Hofer & Associates's portfolio in Q3 2026, its #30 holding.
40 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.