MBL Wealth’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

MBL Wealth’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	$10.2M	Buy	224,531 +3,068	+1%	+$136K	0.7%	28
2026 Q1	$9.24M	Buy	221,463 +5,990	+3%	+$254K	0.7%	29
2025 Q4	$8.92M	Buy	215,473 +833	+0.4%	+$34.2K	0.72%	26
2025 Q3	$8.66M	Buy	214,640 +413	+0.2%	+$16.1K	0.76%	27
2025 Q2	$8.03M	Sell	214,227 -109,876	-34%	-$3.95M	0.77%	27
2025 Q1	$11.6M	Sell	324,103 -6,985	-2%	-$260K	1.17%	19
2024 Q4	$12.4M	Sell	331,088 -6,192	-2%	-$236K	1.24%	19
2024 Q3	$12.5M	Sell	337,280 -10,040	-3%	-$362K	1.34%	18
2024 Q2	$12.1M	Buy	347,320 +16,117	+5%	+$560K	1.35%	18
2024 Q1	$11.7M	Buy	331,203 +63,245	+24%	+$2.17M	1.33%	19
2023 Q4	$9.19M	Buy	267,958 +10,200	+4%	+$317K	1.15%	23
2023 Q3	$7.92M	Buy	257,758 +130,307	+102%	+$4.17M	1.11%	24
2023 Q2	$4.08M	Buy	+127,451	New	+$3.93M	0.58%	33

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MBL Wealth's KJAN Position: Q2 2026 in Review

MBL Wealth increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.4% in Q2 2026, buying an estimated $136K and bringing the position to 224,531 shares worth $10.2M. The position accounts for 0.7% of the portfolio, ranked #28.

MBL Wealth first reported a position in KJAN in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

MBL Wealth held 224,531 shares of Innovator US Small Cap Power Buffer ETF January worth $10.2M as of Q2 2026.
MBL Wealth bought 3,068 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $136K.
Innovator US Small Cap Power Buffer ETF January made up 0.7% of MBL Wealth's portfolio in Q2 2026, its #28 holding.
MBL Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2023 and has held it in 13 quarters since.
MBL Wealth's Innovator US Small Cap Power Buffer ETF January position peaked at $12.5M 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 MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.