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Long Island Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Long Island Wealth Management’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 		$21.7M Buy
476,337
+3,343
+0.7% +$148K 8.97% 1
2026
Q1 		$19.7M Buy
472,994
+37,298
+9% +$1.58M 9.15% 1
2025
Q4 		$18M Buy
435,696
+4,413
+1% +$181K 8.53% 3
2025
Q3 		$17.4M Sell
431,283
-2,609
-0.6% -$102K 8.47% 3
2025
Q2 		$16.3M Buy
433,892
+138,112
+47% +$4.96M 8.45% 3
2025
Q1 		$10.6M Buy
295,780
+5,113
+2% +$190K 6.44% 3
2024
Q4 		$10.9M Sell
290,667
-60,545
-17% -$2.3M 6.8% 3
2024
Q3 		$13M Buy
351,212
+4,439
+1% +$160K 8.55% 3
2024
Q2 		$12.1M Buy
346,773
+5,801
+2% +$201K 8.54% 3
2024
Q1 		$12.1M Buy
340,972
+32,140
+10% +$1.1M 8.52% 3
2023
Q4 		$10.6M Buy
+308,832
New +$9.6M 7.56% 3

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Long Island Wealth Management's KJAN Position: Q2 2026 in Review

Long Island Wealth Management increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.71% in Q2 2026, buying an estimated $148K and bringing the position to 476,337 shares worth $21.7M. The position accounts for 8.97% of the portfolio, ranked #1.

Long Island Wealth Management first reported a position in KJAN in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Long Island Wealth Management held 476,337 shares of Innovator US Small Cap Power Buffer ETF January worth $21.7M as of Q2 2026.
  • Long Island Wealth Management bought 3,343 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $148K.
  • Innovator US Small Cap Power Buffer ETF January made up 8.97% of Long Island Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Long Island Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.