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

Merit 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	$560K	Sell	12,274 -180	-1%	-$7.97K	﹤0.01%	1440
2026 Q1	$520K	Sell	12,454 -153	-1%	-$6.48K	﹤0.01%	1358
2025 Q4	$522K	Buy	12,607 +260	+2%	+$10.7K	﹤0.01%	1288
2025 Q3	$498K	Sell	12,347 -628	-5%	-$24.4K	﹤0.01%	1194
2025 Q2	$486K	Buy	+12,975	New	+$466K	0.01%	1118

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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

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

Merit Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.4% in Q2 2026, selling an estimated $7.97K and leaving 12,274 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Merit Financial Group first reported a position in KJAN in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Merit Financial Group held 12,274 shares of Innovator US Small Cap Power Buffer ETF January worth $560K as of Q2 2026.
Merit Financial Group sold 180 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $7.97K.
Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1440 holding.
Merit Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.