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

JDM 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
Q1 		$1.28M Hold
30,733
– – 0.49% 27
2025
Q4 		$1.27M Buy
+30,733
New +$1.26M 0.49% 29

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

JDM Financial Group's KJAN Position: Q1 2026 in Review

JDM Financial Group held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 30,733 shares worth $1.28M. The position accounts for 0.49% of the portfolio, ranked #27.

JDM Financial Group first reported a position in KJAN in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • JDM Financial Group held 30,733 shares of Innovator US Small Cap Power Buffer ETF January worth $1.28M as of Q1 2026.
  • JDM Financial Group left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.49% of JDM Financial Group's portfolio in Q1 2026, its #27 holding.
  • JDM Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.