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Investment Management Corporation’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Investment Management Corporation’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 		$2.4M Buy
52,632
+893
+2% +$39.5K 2% 10
2026
Q1 		$2.16M Buy
51,739
+430
+0.8% +$18.2K 1.85% 9
2025
Q4 		$2.13M Sell
51,309
-33,034
-39% -$1.36M 1.78% 9
2025
Q3 		$3.4M Sell
84,343
-558
-0.7% -$21.7K 2.92% 8
2025
Q2 		$3.18M Buy
84,901
+63
+0.1% +$2.26K 2.89% 7
2025
Q1 		$3.03M Sell
84,838
-426
-0.5% -$15.9K 2.73% 8
2024
Q4 		$3.18M Buy
+85,264
New +$3.25M 2.85% 9

Other funds holding KJAN

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
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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Investment Management Corporation's KJAN Position: Q2 2026 in Review

Investment Management Corporation increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.7% in Q2 2026, buying an estimated $39.5K and bringing the position to 52,632 shares worth $2.4M. The position accounts for 2% of the portfolio, ranked #10.

Investment Management Corporation first reported a position in KJAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q3 2025. 87 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Investment Management Corporation held 52,632 shares of Innovator US Small Cap Power Buffer ETF January worth $2.4M as of Q2 2026.
  • Investment Management Corporation bought 893 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $39.5K.
  • Innovator US Small Cap Power Buffer ETF January made up 2% of Investment Management Corporation's portfolio in Q2 2026, its #10 holding.
  • Investment Management Corporation first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
  • Investment Management Corporation's Innovator US Small Cap Power Buffer ETF January position peaked at $3.4M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Investment Management Corporation's 13F filing for Q2 2026, filed 22 Jul 2026.