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Independent Financial Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Independent Financial Group’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 		$1.55M Sell
33,981
-2,168
-6% -$96K 0.03% 529
2026
Q1 		$1.51M Sell
36,149
-58
-0.2% -$2.46K 0.03% 484
2025
Q4 		$1.5M Sell
36,207
-3,690
-9% -$151K 0.03% 477
2025
Q3 		$1.61M Sell
39,897
-347
-0.9% -$13.5K 0.04% 453
2025
Q2 		$1.51M Sell
40,244
-2,694
-6% -$96.8K 0.04% 420
2025
Q1 		$1.53M Sell
42,938
-3,768
-8% -$140K 0.05% 359
2024
Q4 		$1.74M Sell
46,706
-1,587
-3% -$60.4K 0.06% 323
2024
Q3 		$1.79M Sell
48,293
-89
-0.2% -$3.21K 0.07% 293
2024
Q2 		$1.69M Hold
48,382
– – 0.07% 264
2024
Q1 		$1.71M Buy
48,382
+8,167
+20% +$280K 0.08% 249
2023
Q4 		$1.38M Hold
40,215
– – 0.07% 277
2023
Q3 		$1.24M Sell
40,215
-184
-0.5% -$5.88K 0.08% 273
2023
Q2 		$1.29M Hold
40,399
– – 0.09% 253
2023
Q1 		$1.24M Hold
40,399
– – 0.1% 235
2022
Q4 		$1.21M Sell
40,399
-131
-0.3% -$3.92K 0.1% 200
2022
Q3 		$1.14M Buy
+40,530
New +$1.2M 0.1% 195

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

Independent Financial Group's KJAN Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 6% in Q2 2026, selling an estimated $96K and leaving 33,981 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #529.

Independent Financial Group first reported a position in KJAN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.79M in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Independent Financial Group held 33,981 shares of Innovator US Small Cap Power Buffer ETF January worth $1.55M as of Q2 2026.
  • Independent Financial Group sold 2,168 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $96K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #529 holding.
  • Independent Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2022 and has held it in 16 quarters since.
  • Independent Financial Group's Innovator US Small Cap Power Buffer ETF January position peaked at $1.79M in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.