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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
Q2 		$1.39M Sell
30,561
-172
-0.6% -$7.62K 0.48% 27
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 $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

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

JDM Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.56% in Q2 2026, selling an estimated $7.62K and leaving 30,561 shares worth $1.39M. The position accounts for 0.48% of the portfolio, ranked #27.

JDM Financial Group first reported a position in KJAN in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • JDM Financial Group held 30,561 shares of Innovator US Small Cap Power Buffer ETF January worth $1.39M as of Q2 2026.
  • JDM Financial Group sold 172 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $7.62K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.48% of JDM Financial Group's portfolio in Q2 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 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.